Nvidia Expands AI Supply Chain with Major Capacity Investments & Partnerships

R
Rich

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

Amkor Technology stock jumps on Nvidia advanced packaging expansion

STREETINSIDER.COMOct 21, 11:47 AM UTC
European automakers adopt Nvidia Hyperion for autonomous vehicles

European automakers adopt Nvidia Hyperion for autonomous vehicles

INVESTING.COMOct 21, 10:23 AM UTC
Nvidia expands Isaac robotics platform with humanoid reference

Nvidia expands Isaac robotics platform with humanoid reference

INVESTING.COMOct 21, 10:32 AM UTC
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