Nvidia expands supply chain capacity with $1.1B advance to KYEC

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NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout

October 21, 2026 6:33 AM EDT

News Summary:

Substrate agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron Technology Corporation will, in aggregate, drive a 2.5x increase in capacity over the next three years.Amkor plans to increase its advanced packaging capacity by more than 300% by the end of 2028.KYEC will build new facilities in the U.S., supported by a $1.1 billion capacity reservation advance from NVIDIA.SPIL is targeting to increase its optical-engine capacity for co-packaged optics by 15x by mid-2027, with aims for another doubling by the end of 2028.

BERLIN, Oct. 21, 2026 (GLOBE... More