NVIDIA advances $1.1 billion to KYEC and widens substrate capacity
NVIDIA and its suppliers aim for 2.5 times more substrate capacity within three years, with a $1.1 billion capacity advance to KYEC.
By GennnAi··1 min read
Announced at GTC Berlin, the plan adds Samsung Electro-Mechanics to NVIDIA's substrate supply chain, with immediate capacity in South Korea. IBIDEN and Unimicron also have agreements. The KYEC advance funds new US testing facilities, with high-volume production targeted for April 2027. Amkor targets a more than 300% increase in interposer wafer capacity by the end of 2028. SPIL targets 15 times more optical-engine capacity by mid-2027.
Source: NVIDIA, published on October 21, 2026.