Chips & compute · 22 October 2026
Nvidia ties up six suppliers and advances $1.1B to King Yuan
Nvidia named Ibiden, Samsung Electro-Mechanics, Unimicron, Amkor, SPIL and King Yuan as capacity partners; SPIL targets a 15x rise in optical-engine capacity for co-packaged optics by mid-2027.
Why it matters
Supply expansion through 2028 suggests GPU constraints persist near term.
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