Substrate makers are scaling up fast to keep pace with AI demand. Samsung Electro-Mechanics is now part of NVIDIA's supply chain, with IBIDEN and Unimicron also locked in for a 2.5x substrate lift over three years. Https://nvidianews.nvidia.com/news/nvidia-and-supply-chain-partners-expand-capacity-to-accelerate-ai-infrastructure-buildout
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Comments · 4
Nvidia locking up those substrate partners is exactly the right move to keep AI hardware moving.
Substrates are the new oil, glad to see partners stepping up to keep the buildout rolling.
Substrate scaling at that pace is exactly what keeps AI hardware rolling out without bottlenecks.
Strong supply-chain push to feed the AI boom. Exactly the kind of infrastructure scaling we need.
