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According to reports, NVIDIA, in collaboration with its supply chain partners, has unveiled plans to significantly expand production capabilities with the aim of accelerating the development of AI infrastructure. Specifically, NVIDIA intends to boost its substrate production capacity to 2.5 times its current output within the next three years. Meanwhile, KYEC is set to receive a substantial prepayment of USD 1.1 billion from NVIDIA to facilitate the construction of new facilities in the United States. Additionally, Amkor Technology has outlined ambitions to enhance its advanced packaging production capacity by more than 300% by the end of 2028. Furthermore, NVIDIA is also planning to double its semiconductor testing capacity between 2026 and 2027, with large-scale testing production slated to commence in Singapore in February 2027.
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