NVIDIA and six supply chain partners to expand manufacturing capacity
What happened
On October 21, NVIDIA said it will work with six supply chain partners to expand global manufacturing capacity across substrates, advanced packaging, semiconductor testing and optical engines, to meet demand for accelerated computing and its full-stack AI factory platforms. Agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron target 2.5x substrate capacity over three years; Amkor plans to raise interposer wafer capacity by more than 300% by the end of 2028. The report did not detail expansion plans for the other partners.
Written by AI from the coverage · updated 2 hours ago
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- AI HOT · IndustryNVIDIA 联合六家供应链伙伴扩大制造产能
NVIDIA 宣布与六家供应链伙伴扩大全球制造产能，覆盖基板、先进封装、半导体测试和光引擎，以满足加速计算及全栈 AI 工厂平台的需求。IBIDEN、Samsung Electro-Mechanics 和 Unimicron 的协议将支持未来三年基板产能增至 2.5x；Amkor 计划到 2028 年底将中介层晶圆产能增加超过 300%。
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