NVIDIA and Supply Chain Partners Cooperate on Capacity Expansion for AI Infrastructure
Ai Focus
NVIDIA and supply chain partners are expanding substrate, advanced packaging, testing and optical-engine capacity.
On October 21, 2026, NVIDIA announced cooperation with Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron to expand substrate, advanced packaging, testing and optical-engine capacity for AI infrastructure.
NVIDIA said it will provide KYEC with a $1.1 billion capacity prepayment to support U.S. testing facilities, targeting production in April 2027. The payment is a capacity prepayment, not confirmed NVIDIA sales revenue or a customer order. Source: NVIDIA official announcement.
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Coinpedia
·2026-10-23 19:46:1821 
Seaport Warning: NVIDIA Faces $250 Billion in Balance Sheet PressureSeaport Research Partners's Jay Goldberg maintains a 'sell' rating for NVIDIA, with a target price of $180, which is about 15% lower than NVIDIA's closing price of $212 on Thursday. He believes that NVIDIA will still record record sales in the short term, but faces increasing competition, and points out that its substantial financing arrangements are a response to this pressure.
Coinpedia
·2026-10-23 19:46:1619 
Coinpedia
·2026-10-23 19:41:5818 Coinpedia
·2026-10-23 19:41:1916 View More
