ByteDance's China AI chip push hits substrate shortage

ByteDance plans to spend about 100 billion yuan ($14.9 billion) annually on chip substrates, according to Digitimes. A shortage of advanced packaging substrates is limiting China's AI chip output.

• ByteDance plans 100 billion yuan ($14.9B) annual substrate spend
• Advanced substrate shortage limits China AI chip output
• Bottleneck shifts from materials to substrate equipment