AMD Watch posted an update
AMD and Nvidia have separately invested in expanding supply-chain capacity, with substrates, packaging and testing among the priorities as AI demand diversifies, DIGITIMES reports.
Why it mattersThose are the less glamorous parts of making AI chips, but shortages there can constrain how quickly more computing hardware gets built. The report’s headline points to a fourfold expansion constraint; the supplied excerpt does not explain what that figure measures, so it is best left out of the takeaway. It’s a useful reminder that the AI hardware race needs more than chips.
Discuss: Should investment focus on making more processors, or on easing bottlenecks in the packaging and testing needed to get them into service?
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