Nvidia is significantly scaling its AI infrastructure supply chain, announcing major capacity expansions and investments:
- Advanced Packaging: Expanding partnership with Amkor Technology in South Korea, targeting a >300% increase in interposer wafer capacity by end-2028 .
- Substrates: Plans to increase substrate capacity 2.5-fold over three years, adding Samsung Electro-Mechanics to its supply chain and backing Unimicron's Taiwan expansion .
- Testing: Providing a $1.1 billion capacity reservation advance to KYEC for new U.S. testing facilities, targeting high-volume production by April 2027 .
- Robotics & Automotive: Expanding Isaac robotics platform with a humanoid reference robot and seeing European automakers adopt its Hyperion platform for autonomous vehicles .
These moves underscore Nvidia's aggressive strategy to meet surging AI demand and diversify its manufacturing base.
Amkor Technology stock jumps on Nvidia advanced packaging expansion
STREETINSIDER.COMOct 21, 11:47 AM UTC
European automakers adopt Nvidia Hyperion for autonomous vehicles
INVESTING.COMOct 21, 10:23 AM UTC
Nvidia expands Isaac robotics platform with humanoid reference
INVESTING.COMOct 21, 10:32 AM UTC
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