Nvidia2026-10-22 02:46:50Nvidia lines up six suppliers for capacity expansion, targets 2.5x substrate output in three yearsNvidia said at its GTC event in Berlin on Oct. 21 that it is working with six supply-chain partners to expand capacity across substrates, advanced packaging, testing, and optical engines used in co-packaged optics, or CPO. The company said it aims to lift substrate capacity for its products to 2.5 times current levels over the next three years. Named partners include Unimicron, SPIL, King Yuan Electronics, Ibiden, Samsung Electro-Mechanics, and Amkor. Nvidia also outlined separate timelines for several projects, including new substrate output from Unimicron starting in the second quarter of 2027, expanded optical-engine capacity with SPIL reaching 15 times current levels by mid-2027, and new testing lines in Singapore and the United States entering mass production in 2027. In its latest quarterly filing, Nvidia disclosed that supply and capacity commitments rose from $119 billion in the prior quarter to $279 billion as of July 26, though it did not say whether the newly announced agreements are included in that figure.40
Nvidia2026-10-21 10:39:46Nvidia says total semiconductor testing capacity will double in 2027 from 2026Nvidia said on Oct. 21 that its total semiconductor testing capacity is expected to double in 2027 compared with 2026. The company said the increase will be supported by capacity expansions in the United States, Taiwan, China, and Singapore. The update was carried by BlockBeats as a 7x24 news flash. No additional figures or project details were disclosed in the brief. The statement focuses on testing capacity rather than broader semiconductor output, and sets the comparison specifically between 2027 and 2026.00
