At GTC Berlin on October 21, Nvidia announced a series of multi-billion-dollar agreements with substrate, packaging, testing and optics suppliers including Ibiden, Unimicron, Samsung Electro-Mechanics, SPIL and Amkor. The deals run through 2028 and target steep capacity increases, such as 2.5x dedicated substrate capacity within three years, a 15x expansion in optical engine output by mid-2027, and a 300% rise in interposer wafer capacity by end-2028.
tomshardware.com
· 2026-10-27
The Advanced Photonics Coalition announced a set of new standards at the PECC Summit intended to enable high-volume manufacturing of optical networking equipment. The move comes as AI data centers push past copper's bandwidth limits and as optical component makers like Lumentum report being sold out of key parts through 2028-2029, partly due to supply constraints on materials like indium phosphide.
nextplatform.com
· 2026-10-25
GlobalFoundries and Marvell Technology have extended their manufacturing partnership, with GlobalFoundries boosting silicon germanium (SiGe) production capacity at its Burlington, Vermont facility. The multi-year deal targets components used in pluggable optical transceivers, near-packaged optics, and co-packaged optics, technologies that data centers need to move data faster than copper wiring allows.
techspot.com
· 2026-09-18
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