Nvidia chip packaging capacity push with KYEC and Ibiden advances

Nvidia is reportedly financing new advanced chip packaging capacity to ease a supply bottleneck that limits how many AI accelerators the industry can make. Reuters reportedly cited an industry executive for the report that the money is going to a subsidiary of ASE Technology. Nvidia has also announced a $1.1 billion advance to chip-testing company KYEC and a multibillion-dollar advance to Japanese materials supplier Ibiden. The moves signal management is spending ahead to secure output, though the report does not give a dated capex figure for Nvidia itself.

1. Nvidia is reportedly financing billions of dollars in new packaging factories and equipment to address a shortage that constrains AI chip output.
2. The funding reportedly goes to Siliconware Precision Industries, a subsidiary of ASE Technology Holding, according to a Reuters report citing an industry executive.
3. Nvidia has announced a $1.1 billion advance to chip-testing company KYEC.
4. Nvidia has also announced a multibillion-dollar advance to Japanese chip-materials supplier Ibiden.