# Nvidia Supplier Deals Target 2.5-Fold Substrate Capacity

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/45858
Published: 2026-11-01T12:44:19.000Z
Updated: 2026-11-01T12:44:19.000Z
Section: Business

> Nvidia’s fiscal second-quarter 2027 revenue rose 106% to $96.2 billion. Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028.

Nvidia supplier agreements target a 2.5-fold increase in substrate capacity over three years, as founder and CEO Jensen Huang described capacity as the constraint amid extraordinary demand.

Nvidia announced the agreements Oct. 21. The company also said Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028.

“Demand is extraordinary. Capacity is the constraint,” Huang said.

Nvidia’s second quarter of fiscal 2027 ended July 26, 2026. Revenue for the quarter reached $96.2 billion, up 106% from a year earlier. Data Center revenue was $89 billion, a 117% year-over-year increase.