Wire · technology
Nvidia expands supply chain capacity with multiple partners
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Fusion42 · 21 October 2026 · Fusion42 review
Nvidia has signed agreements with multiple supply chain partners to significantly expand its substrate manufacturing and semiconductor testing capacity, including a 2.5x increase in substrate capacity and doubling of testing capacity by 2027-2028. Key partners include IBIDEN in Japan, Samsung Electro-Mechanics in South Korea, Unimicron Technology in Taiwan, and Amkor Technology also in South Korea.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 8 sources have reported it between 21 Oct 2026 and 22 Oct 2026.
◆ ◆ The Wire takeaway
Nvidia’s big supply agreements reveal big gaps in substrate and testing capacity you can move to fill. If you make parts or services for chip assembly or test, you have new customers whose capacity just tripled.
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8 sources · first reported 21 Oct 2026 · latest 22 Oct 2026
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