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Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
What happened
Nvidia has begun securing advanced substrate capacity in Taiwan, Japan and South Korea, using capacity reservation agreements and upfront payments to support supplier expansion as next-generation AI accelerators ramp up. The article notes as background that the global packaging substrate market is projected to grow from US$14.9 billion in 2025 to US$40.2 billion in 2030, and that demand for advanced ABF build-up materials is expected to exceed supply from 2027. The capacity securing has begun but is of a reservation nature, and the ABF supply shortfall is a projection rather than a realized condition.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
advanced substrateABF build-up materialspackaging substrate
substrate capacitycapacity reservationupfront paymentsABFAI acceleratorsTaiwan
Source and time
Source: DigiTimes Asia · 10/30/2026 · View original source
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