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Nvidia To Expand Packaging Supply Chain

Published

21 October 2026

Topic

technology

◆ Sectors

Semiconductors

◆ Geography

Asia-Pacific

◆ Source

Read at marklapedus.substack.com →

◆ Verified

Fusion42 · 21 October 2026 · Fusion42 review

Nvidia is expanding its global packaging supply chain by partnering with multiple suppliers to increase manufacturing capacity for substrates, advanced packaging, testing, and optical engines. Key deals include a $1.3 billion capacity expansion with Amkor in South Korea, a 15x manufacturing capacity increase with SPIL in Taiwan, and substrate capacity increases with IBIDEN in Japan, Samsung Electro-Mechanics in South Korea, Unimicron in Taiwan, and new testing expansions with KYEC in the U.S. and Asia-Pacific.

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 is massively growing its packaging capacity in Asia-Pacific, creating openings for suppliers and bottlenecks for competitors. If you supply substrates or testing services, now is the moment to pitch Nvidia or its partners.

◆ Coverage

8 sources · first reported 21 Oct 2026 · latest 22 Oct 2026

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◆ Topics

Semiconductorsnvidiapackagingcapacity-expansionsemiconductorsasia-pacific