Chip designers AMD, NVIDIA and Intel are rumored to have paid upwards of $5 billion to substrate manufacturers in Taiwan, according to a new supply chain report from the region. The figure matches the investment by Taiwan’s three biggest substrate manufacturers, Kansas, Nanya and Umicron, as they expand their production plants and factories to meet the expanded demand. The report follows an earlier one from the Korean media which had claimed that Tesla and NVIDIA were expanding investments in Samsung to lock in five-year substrate supplies. Taiwan’s Substrate Manufacturers Step Up Capacity Expansion As Demand From Big Three Chip Designers […]
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