AMD, Nvidia target substrate capacity amid 4x expansion constraints

DIGITIMESOctober 27, 2026en

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 resources.

This is a short summary published by AI Global Wire. The full article is owned and hosted by DIGITIMES — open it there to read it in full.