Nvidia, AMD and Intel rumored to pour $5B into Taiwan substrate makers

Nvidia, AMD and Intel are reported to have paid over $5 billion to Taiwanese substrate manufacturers to reserve long-term capacity, according to a regional supply chain report. The figure matches the expansion spending of Taiwan's three largest substrate makers as AI chip demand tightens supply.

• Nvidia, AMD and Intel reportedly invested over $5B in Taiwan substrates
• Sum matches factory expansion by three largest substrate makers
• ABF substrates saw 3–6% price hikes amid tight capacity
• Earlier report tied Nvidia and Tesla to Samsung substrate investments