[NVIDIA and supply chain partners expand production to accelerate AI infrastructure construction] On October 21, it was reported that NVIDIA and its supply chain partners announced the expansion of production capacity to accelerate the construction of AI infrastructure. NVIDIA plans to increase substrate production capacity to 2.5 times the current level in the next three years; KYEC will receive an advance payment of US$1.1 billion from NVIDIA to build new facilities in the United States; Amkor plans to increase advanced packaging production capacity by more than 300% by the end of 2028. In addition, NVIDIA plans to double its semiconductor test production capacity from 2026 to 2027 and launch large-scale test production in Singapore in February 2027.