[NVIDIA plans to increase substrate production capacity to 2.5 times the current level in the next three years] On October 21, NVIDIA announced that it will expand substrate production capacity with supply chain partners such as IBIDEN, Samsung Electro-Mechanics and Unimicron, and plans to increase substrate production capacity for related products to 2.5 times the current level in the next three years. Among them, after the expansion of Iphiden Japan's Ono factory, the target production capacity will reach 3 times the current level, and the new production capacity is expected to start climbing in the first quarter of 2028; the expansion of Xinxing Electronics' Taiwan KF substrate is expected to start contributing production capacity in the second quarter of 2027, and reach full production in mid-2028.