According to Taiwan's Economic Daily, tech giants NVIDIA, Intel, and AMD have collectively prepaid over NT$100 billion (approximately US$5 billion) to high-end IC substrate manufacturers in Taiwan. This move aims to secure long-term capacity supply and address the immense demand on the upstream supply chain driven by the AI arms race. Propelled by this, Taiwan's three major substrate manufacturers, Unimicron, Kinsus, and Nanya PCB, have cumulatively announced investments in new plant construction totaling NT$161.2 billion this year, reaching a historical high. Among them, Unimicron has increased its capital expenditure to NT$53.7 billion and acquired factory buildings; Kinsus has a three-year expansion budget exceeding NT$40 billion; and Nanya PCB plans to invest NT$46.8 billion in building smart factories.