Nvidia bankrolls AI accelerator supply chain to reserve capacity through 2028

At GTC Berlin on October 21, Nvidia announced multi-billion-dollar deals with substrate, packaging, testing and optical engine suppliers. The company plans 2.5x dedicated substrate capacity over three years, 15x optical engine output by mid-2027 and a 300% increase in interposer wafer capacity by end-2028.

• Deals with Ibiden, Unimicron and Samsung Electro-Mechanics for 2.5x substrate capacity in three years
• SPIL to expand optical engine output 15x by mid-2027
• Amkor to raise interposer wafer capacity 300% by end-2028
• Nvidia to invest $1.1 billion to reserve chip testing capacity at KYEC by 2027