WS #16227
NVIDIA has announced significant capacity expansions with Amkor, IBIDEN, Samsung Electro-Mechanics, and SPIL, targeting a 2.5x increase in substrate capacity and a 15-fold expansion in optical engines by 2027. These moves directly address supply constraints for next-generation AI chips and co-packaged optics. The DSX POD factory platform, deployable in 14 days, further accelerates the deployment of sovereign AI infrastructure, reinforcing the bullish thesis for the entire AI hardware supply chain.
NVIDIA Supply Chain Expansion
NVIDIA has announced significant capacity expansions with Amkor, IBIDEN, Samsung Electro-Mechanics, and SPIL, targeting a 2.5x increase in substrate capacity and a 15-fold expansion in optical engines by 2027. These moves directly address supply constraints for next-generation AI chips and co-packaged optics. The DSX POD factory platform, deployable in 14 days, further accelerates the deployment of sovereign AI infrastructure, reinforcing the bullish thesis for the entire AI hardware supply chain.