GoKawiilNvidia signs multi-year deals with Ibiden, Amkor, SPIL and others to lock up chip capacity
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.