The final values of the University of Michigan Consumer Sentiment Index and one-year inflation rate expectations for May in the United States will be released in ten minutes
On May 30th, the final value of the University of Michigan Consumer Sentiment Index for May and the final value of the one-year inflation rate expectation in the United States will be released in ten minutes.
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The AI arms race extends upstream! Reports say Intel, Nvidia, and AMD are prepaying over 100 billions NTD to secure advanced IC substrate production capacity.
NVIDIA, Intel, and AMD have collectively spent $5 billion in advance payments to aggressively secure high-end IC substrates from Taiwan. Driven by "big money for guaranteed orders," the top three Taiwanese substrate manufacturers have invested a record NT$161.2 billion to expand their production capacity. The tech giants' substantial financial commitments to secure supply chains highlight the intense competition and extreme scarcity of core AI materials.

