WS #16226
NVIDIA is aggressively expanding its supply chain, announcing a 300% increase in interposer wafer capacity with Amkor and a 2.5x capacity increase with substrate partners including IBIDEN and Samsung Electro-Mechanics. This move reinforces the long-term AI infrastructure thesis and signals sustained demand for accelerated computing. The expansion is expected to drive capacity growth over the next three years, supporting NVIDIA's dominance in the AI factory platform market.
NVIDIA Supply Chain Expansion
NVIDIA is aggressively expanding its supply chain, announcing a 300% increase in interposer wafer capacity with Amkor and a 2.5x capacity increase with substrate partners including IBIDEN and Samsung Electro-Mechanics. This move reinforces the long-term AI infrastructure thesis and signals sustained demand for accelerated computing. The expansion is expected to drive capacity growth over the next three years, supporting NVIDIA's dominance in the AI factory platform market.