AMD and Nvidia invest in chip supply-chain capacity
Substrates, packaging and testing are priorities for the companies’ separate expansion investments as AI demand diversifies, according to DigiTimes. Wccftech cited a regional supply-chain report claiming AMD, Nvidia and Intel may have paid more than $5 billion to Taiwanese substrate makers, matching those manufacturers’ own spending on expanding production facilities.
Covered by 2 publishers within 21 hours of the first report.
- Wccftech: $5 Billion From NVIDIA, AMD And Intel Rumored To Flow Into Taiwan’s Substrate Makers, Matching Their Own Factory Expansion Spending
- Latest DigiTimes: AMD, Nvidia target substrate capacity amid 4x expansion constraints
Reporting2
Wccftech $5 Billion From NVIDIA, AMD And Intel Rumored To Flow Into Taiwan’s Substrate Makers, Matching Their Own Factory Expansion Spending · Ramish Zafar
DigiTimes AMD, Nvidia target substrate capacity amid 4x expansion constraints · Charlene Chen