Nvidia and its supply chain expand capacity to accelerate AI infrastructure construction

According to reports, NVIDIA and its supply chain partners have announced plans to expand capacity to accelerate AI infrastructure development. NVIDIA plans to increase its substrate capacity to 2.5 times the current level over the next three years; KYEC will receive an advance payment of $1.1 billion from NVIDIA to build new facilities in the United States; Amkor Technology plans to increase its advanced packaging capacity by more than 300% by the end of 2028. In addition, NVIDIA plans to double its semiconductor testing capacity from 2026 to 2027, and will launch large-scale testing production in Singapore in February 2027.