Nvidia adds Samsung, ibiden, Unimicron, Amkor and SPIL to substrate supply chain
Nvidia announced at its GTC Berlin event that it is expanding its silicon substrate and packaging supply chain to keep up with AI hardware demand. The company said it will work with Samsung’s Electro‑Mechanics unit, Japanese substrate maker IBIDEN, Taiwanese player Unimicron, Korean packaging firm Amkor and optics outfit SPIL.
Key points
- Nvidia aims to increase substrate capacity 2.5x over the next three years.
- Capacity reservations with Samsung, IBIDEN, Unimicron, Amkor (300 percent) and SPIL (15x) were announced.
- By 2028 about a quarter of Samsung’s substrate output will go to Nvidia.
The plan calls for a 2.5x increase in substrate capacity over the next three years, a 300 percent boost for Amkor, and a 15x expansion for SPIL by mid‑2027 with a further doubling by the end of 2028. Nvidia also said that by 2028 about a quarter of Samsung’s substrate output will be dedicated to its products. CEO Jensen Huang framed the moves as a way to secure the supply chain and sustain the AI infrastructure boom for years to come.
The story so far
2 episodes →- Nvidia adds Samsung, ibiden, Unimicron, Amkor and SPIL to substrate supply chainthis story
To help world gorge on GPUs, Nvidia brings cash bucket to fatten wafer-thin supply chain
theregister.com · 21 October 2026
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