NVIDIA, AMD and Intel are reportedly investing more than $5 billion in Taiwan’s substrate supply chain to reserve long-term production capacity. The claim comes from a Udn supply-chain report, relayed by Wccftech, making this a reported investment rather than an announcement from the three chip companies.
The report says major Taiwanese substrate suppliers have already started expanding production capacity. It identifies Kansas, Nanya and Umicron as Taiwan’s three biggest substrate manufacturers, and says the chip designers’ reported commitment matches those suppliers’ own investment in expanding plants and factories to meet increased demand.
The important distinction is the purpose of the money: the reported spending is intended to secure capacity over the long term. Read alongside the manufacturers’ expansion plans, that suggests the chip designers are prioritising access to future production, rather than simply relying on additional capacity becoming available. The matching investment figures also put the reported customer commitment on a comparable scale to the suppliers’ factory expansion spending.
There is a pricing backdrop to that push. A report in May said ABF substrate manufacturers were raising spot prices amid tight capacity and long lead times. It also said build-up film was set for a 30% price increase, expected to translate into a smaller—but still material—3% to 6% increase in the price of the final substrate product. Those were expectations reported in May, not newly announced increases.
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