Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030

DIGITIMESOctober 30, 2026en

Nvidia has begun securing advanced substrate capacity in Taiwan, Japan and South Korea, using capacity reservation agreements and upfront payments to support supplier expansion as next-generation AI accelerators ramp up. The move comes as the global packaging substrate market is projected to grow from US$14.9 billion in 2025 to US$40.2 billion in 2030, while demand for advanced ABF build-up materials is expected to exceed supply from 2027.

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