AMD, Nvidia target substrate capacity amid 4x expansion constraints

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 27 Oct, 03:58 UTC

AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers are extending competition beyond performance and architecture design to control over critical manufacturing…