From Dealroom · · 50s
NVIDIA Funds Six Chip Suppliers for AI Expansion
NVIDIA backs six chip suppliers with $279B to boost AI capacity.
In brief
NVIDIA backs six chip suppliers with $279B to boost AI capacity. NVIDIA secured $279 billion in supplier commitments to expand AI chip manufacturing capacity by 2027-2028. Originally reported by Dealroom.
NVIDIA Announces Funding
NVIDIA announced at GTC Berlin on October 21 it will fund six supply chain partners to expand manufacturing capacity across semiconductor substrates, advanced packaging, testing, and optical engines.
Partners and Deals
The partners are Samsung Electro-Mechanics, Japan's Ibiden, Taiwan's Unimicron, US-based Amkor, Taiwan's KYEC, and SPIL. Together, the substrate agreements aim to lift capacity 2.5-fold over three years.
Key Deals and Timeline
NVIDIA signed a $1.3 billion deal with Amkor to raise advanced packaging capacity in south korea more than 300% by 2028.It paid KYEC a $1.1 billion advance to build testing facilities in the us.
What it means
NVIDIA secured $279 billion in supplier commitments to expand AI chip manufacturing capacity by 2027-2028.
