Rumor: Nvidia, AMD and Intel have paid over a combined US$5 billion to reserve long term capacity for substrates (ABF, etc.), media report, citing industry rumors, a figure that matches capital expenditure announcements by Taiwan’s top three substrate makers, Unimicron, Kinsus and Nanya PCB, a combined record high NT$161.2 billion (US$5.04B) for new plants and production lines.
-Intel has reserved around US$3 billion in substrate supplies for its advanced packaging business
-AMD announced US$10 billion investment in Taiwan supply chain, around $1 billion seen going to substrates
-Nvidia investment in Taiwan substrates partners seen at US$1 billion $INTC $AMD $NVDA #semiconductors https://money.udn.com/money/story/5612/9834192?dark_mode=1