NVIDIA expands supply chain capacity for AI infrastructure buildout

NVIDIA said on October 21, 2026, that it is expanding manufacturing capacity with several supply chain partners to support demand for its accelerated computing and full-stack AI factory platform, with agreements spanning substrates, advanced packaging, testing and optical engines. The company said the program is intended to increase resiliency and redundancy across its global supply chain. In the announcement from GTC Berlin, NVIDIA said substrate agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron Technology Corporation will, in aggregate, drive a 2.5x increase in capacity over the next three years. The company also said Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028, while SPIL is targeting a 15x increase in optical-engine capacity for co-packaged optics by mid-2027, with plans for another doubling by the…

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