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Digitimes October 27, 2026 By Charlene Chen negative

AMD, Nvidia target substrate capacity amid 4x expansion constraints

AMDAI / LLMSemiconductorsNVIDIA / GPUManufacturingSupply Chain
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.
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