NVIDIA Expands Substrate Supply Chain With Ibiden, Samsung Electro-Mechanics, And Unimicron To Drive 2.5x Capacity Growth

Expanding Substrate Capacity to Support Volume Growth

NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years. The agreements below will contribute to this capacity expansion, with more underway.

Under an agreement signed and announced earlier this year by IBIDEN, NVIDIA is providing a multibillion-dollar capacity reservation advance to support IBIDEN’s Ono Plant in Japan. The expansion targets capacity reaching 3x current levels at the plant, with additional capacity expected to begin ramping in the first quarter of 2028.

Samsung Electro-Mechanics is joining NVIDIA’s substrate supply chain, bringing immediate capacity from its existing operations in South Korea. The collaboration also supports facility upgrades and new factories in Sejong and Busan, South Korea. By 2028, production allocated to NVIDIA is projected to account for a significant portion of Samsung Electro-Mechanics’ total annual package substrate production capacity.

NVIDIA is supporting Unimicron’s KF substrate manufacturing expansion in Taiwan with a capacity reservation agreement. The expansion is expected to begin adding capacity in the second quarter of 2027 and reach full capacity by mid-2028.