Nvidia Taps Samsung, Amkor and Asian Partners to Expand Chip Packaging Capacity
NVDA sits 34% above its 52-week low of $164.27.
Summary
Nvidia is locking down manufacturing and packaging capacity across a slate of suppliers — Samsung Electro-Mechanics and Amkor in packaging and test, plus Ibiden, Unimicron, King Yuan Electronics and Siliconware Precision for components, in some cases multiplying capacity many times over. The move addresses the supply bottleneck that has constrained AI chip output; Nvidia's supply commitments already stood at $279B in the latest 10-Q. Amkor jumped over 8% premarket on the news, and Nvidia rose more than 2%. This follows a string of capacity and partnership announcements, including the earlier substrate supply expansion at three Asian partners, and reinforces that Nvidia is spending aggressively to keep pace with demand rather than ceding share.
At the time of this announcement, NVDA was trading at $220.90 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.2T. The 52-week trading range was $164.27 to $243.37. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.