Nvidia To Expand Packaging Supply Chain - Semiecosystem
· Source: marklapedus.substack.com
In short
Nvidia announced plans to expand global manufacturing capacity in advanced packaging and substrates through partnerships with Amkor, IBIDEN, KYEC, Samsung, SPIL, and Unimicron. Key deals include a $1.3 billion capacity expansion with Amkor in South Korea and massive capacity increases with SPIL and substrate suppliers, targeting critical growth for AI semiconductor platforms by 2028.
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Tags: packaging, supply chain, semiconductors, capacity, manufacturing