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Nvidia names six supply-chain partners to expand chip manufacturing capacity

Nvidia said on 21 October 2026 at GTC Berlin that it is working with six suppliers to expand substrates, advanced packaging, testing and optical engines.

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Check our sources · 7 facts from 1 source
Jensen Huang, Nvidia's founder and chief executive, speaking in a lecture room at Stanford University, in a black leather jacket with a clip microphone.Anders Eidesvik / Jensen huang stanford 2026-04-30 008.jpg / CC BY-SA 4.0, cropped
Jensen Huang, Nvidia's founder and chief executive, at Stanford University on 30 April 2026. source · CC BY-SA 4.0

Key points

  1. Nvidia plans to increase substrate capacity for its products by 2.5x over the next three years, according to its release.
  2. Nvidia is giving King Yuan Electronics a $1.1 billion capacity reservation advance for new US testing facilities, with high-volume production targeted for April 2027.
  3. Under an agreement IBIDEN announced earlier this year, Nvidia is providing a multibillion-dollar advance for IBIDEN's Ono plant, targeting 3x current capacity, ramping from the first quarter of 2028.

What happened

Nvidia said on 21 October 2026 that it is working with six supply-chain partners to expand manufacturing capacity in substrates, advanced packaging, testing and optical engines. The release says Nvidia plans to increase substrate capacity for its products by 2.5 times over the next three years.

Nvidia is giving King Yuan Electronics a $1.1 billion capacity reservation advance to build new testing facilities and equipment in the US, with high-volume production targeted for April 2027.

For IBIDEN's Ono plant in Japan, Nvidia is providing a multibillion-dollar capacity reservation advance, and the plant's capacity is targeted to reach three times current levels.

Nvidia is backing Unimicron's substrate expansion in Taiwan through a capacity reservation agreement, with added capacity beginning in the second quarter of 2027. The release lists Samsung Electro-Mechanics, Amkor Technology and SPIL among the partners.

What it means for you

Our view

These are Nvidia's plans and targets, not capacity that exists: the 2.5x increase, the April 2027 production date and the 3x target at IBIDEN's Ono plant all lie ahead, and the added Ono capacity is expected to ramp from the first quarter of 2028.

The IBIDEN deal sits under an agreement announced earlier this year, so it is not a new arrangement. The release is Nvidia's own account, and it does not say how any of this changes what customers can buy or when.

If you plan GPU purchases for 2027 or 2028, ask your supplier which delivery dates depend on this extra capacity, and treat dates that do as targets until the plants are producing.

It adds no new facts.

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Check our sources

Every sentence above is checked against this source.

1 NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure BuildoutNVIDIA · 21 Oct 2026 · 7 facts Open the source archived copy

  1. Nvidia's release is dated 21 October 2026 and was announced at GTC Berlin.

    GTC Berlin—NVIDIA today announced plans with a group of supply chain partners
    cite

  2. Nvidia says it is working with six supply-chain partners to expand manufacturing capacity in substrates, advanced packaging, testing and optical engines.

    Working with Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, Siliconware Precision Industries (SPIL) and Unimicron Technology Corporation, NVIDIA is enabling new and existing suppliers to expand critical manufacturing capabilities across substrates, advanced packaging, testing and optical engines
    cite

  3. The release states: "NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years."

    NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years.
    cite

  4. Nvidia is giving King Yuan Electronics (KYEC) a $1.1 billion capacity reservation advance to build new US testing facilities and equipment, with high-volume production targeted for April 2027.

    NVIDIA’s $1.1 billion capacity reservation advance to KYEC will support new U.S. testing facilities and equipment, with high-volume production targeted for April 2027.
    cite

  5. Under an agreement IBIDEN signed and announced earlier this year, Nvidia is providing a multibillion-dollar capacity reservation advance for IBIDEN’s Ono Plant in Japan; the expansion targets 3x current capacity at the plant, with additional capacity expected to begin ramping in the first quarter of 2028.

    Toned down to what the source says
    Under an agreement signed and announced earlier this year by IBIDEN, NVIDIA is providing a multibillion-dollar capacity reservation advance to support IBIDEN’s Ono Plant in Japan. The expansion targets capacity reaching 3x current levels at the plant, with additional capacity expected to begin ramping in the first quarter of 2028.
    cite

  6. Nvidia is backing Unimicron's KF substrate expansion in Taiwan through a capacity reservation agreement, with added capacity beginning in Q2 2027.

    NVIDIA is supporting Unimicron’s KF substrate manufacturing expansion in Taiwan with a capacity reservation agreement. The expansion is expected to begin adding capacity in the second quarter of 2027
    cite

  7. The release lists Samsung Electro-Mechanics, Amkor Technology and SPIL among the six partners.

    Working with Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, Siliconware Precision Industries (SPIL) and Unimicron Technology Corporation
    cite

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