DigiTimes· Charlene Chen·· 3 小时前
NVIDIA 以产能预订和预付款锁定台日韩先进基板产能
Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
事实摘要
NVIDIA 已开始在台湾、日本和韩国锁定先进基板产能，采用产能预订协议和预付款方式支持供应商扩产，以配合下一代 AI 加速器放量。报道同时提及 FCBGA 基板市场规模到 2030 年目标为 273 亿美元。
原文与核验
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正文 · 原文摘要
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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来源：DigiTimes · digitimes.com