Huida joins hands with Silicon Products to expand CPO optical engine production capacity to 15 times by the middle of next year

NVIDIA founder and CEO Jensen Huang spoke at GTC today (21st) Berlin delivered a keynote speech and announced cooperation with supply chain partners to expand production capacity, including joining hands with ASE Investment Holdings (3711)'s silicon products to increase the production capacity of optical engines for CPO (co-packaged optics) to 15 times the current level by the middle of next year, with the goal of doubling related production capacity by the end of 2028; and will provide KYEC (2449) with a US$1.1 billion advance payment for capacity reservations.

Huida will join hands with ASE Silicon Products to expand the optical engine manufacturing capacity required for jointly packaged optics in Taiwan to support the growing connection needs of large-scale computing infrastructure. Huida stated that the goal of this expansion plan is to increase production capacity to 15 times the current level by mid-2027, and strive to double it again by the end of 2028.

Huida expects that its semiconductor testing capacity will double between 2026 and 2027 as production capacity in the United States, Taiwan and Singapore continues to expand.

Huida will also provide KYEC with an advance payment of US$1.1 billion for capacity reservations to support the construction of new test facilities and equipment in the United States, with the goal of starting large-scale mass production in April next year; the expanded test operation in Singapore is expected to begin large-scale mass production in February 2027.

Huida plans to work with a number of supply chain partners to expand global manufacturing capacity to meet the growing market demand for Huida's accelerated computing and full-end AI factory platforms, including Aikel International Technology, Iphiden, KYEC Electronics, Samsung Electro-Mechanics, Silicon Precision and Xinxing Electronics (3037). The cooperation will help new and existing suppliers expand key manufacturing capabilities such as substrates, advanced packaging, testing and optical engines, and further strengthen the resilience and backup capabilities of Huida's global supply chain.