---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000953690.md"
description: "Rumor: Nvidia, AMD and Intel have paid over a combined US$5 billion to reserve long term capacity for substrates (ABF, etc.), media report, citing industry rumors, a figure that matches capital expenditure announcements by Taiwan’s top three substrate makers, Unimicron, Kinsus and Nanya PCB, a combined record high NT$161.2 billion (US$5.04B) for new plants and production lines.-Intel has reserved around US$3 billion in substrate supplies for its advanced packaging business-AMD announced US$10 billion investment in Taiwan supply chain, around $1 billion seen going to substrates-Nvidia investment in Taiwan substrates partners seen at US$1 billion $Intel(INTC.US) $AMD(AMD.US) $NVIDIA(NVDA.US) #semiconductorsSource: Dan Nystedt"
datetime: "2026-10-26T03:48:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000953690.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000953690.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000953690.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Rumor: Nvidia, AMD and Intel have paid over a comb…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**