NVIDIA plans to expand substrate capacity 2.5x within three years
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According to TrendForce, ABF substrates remain one of the tightest links in the AI supply chain, with lead times holding at 48–56 weeks, compared with roughly 12 weeks when market supply and demand are balanced, and relief is unlikely in the short term. To address this bottleneck, NVIDIA plans to work with supply chain partners over the next three years to expand substrate capacity for its products to 2.5 times the current level. No further details on capacity deployment or timelines have been disclosed, and the situation is still developing.
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- TrendForce Insights Semiconductor Industry InsightsWeekly Radar 007: NVIDIA Moves to Secure Substrate Capacity
TrendForce reports that ABF substrates remain one of the tightest links in the AI supply chain, with lead times holding at 48–56 weeks versus a roughly 12-week market equilibrium, offering no short-term relief. NVIDIA plans to work with supply chain partners over the next three years to expand substrate capacity for its products to 2.5 times current levels.
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