Nvidia secures FCBGA substrate capacity across Taiwan, Japan and Korea

Nvidia has started locking in advanced substrate capacity in Taiwan, Japan and South Korea through reservation agreements and upfront payments to fund supplier expansion for next-generation AI accelerators. The FCBGA substrate market is projected to reach US$27.3 billion by 2030.

• Nvidia reserves substrate capacity in Taiwan, Japan and South Korea
• Deals use upfront payments and capacity reservation agreements
• FCBGA market projected at US$27.3 billion by 2030