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South Korea's Samsung Electro-Mechanics, Nvidia expand AI partnership

  • On Wednesday, Samsung Electro-Mechanics announced a strategic partnership with NVIDIA to jointly invest in dedicated production facilities for AI package substrates in Sejong and Busan, South Korea.
  • This joint investment aims to alleviate AI infrastructure supply chain bottlenecks by ensuring stable supply of advanced substrates for NVIDIA's compute chipsets and high-speed networking switches.
  • Samsung Electro-Mechanics President and CEO Duck-Hyun Chang stated the partnership combines "advanced FC-BGA manufacturing capabilities" with "differentiated expertise in high-reliability MLCC technologies" to deliver high-performance solutions.
  • NVIDIA Executive Vice President Debora Shoquist noted the agreement "broadens our network of substrate partners," with substrate deliveries scheduled to begin in 2026.
  • By 2028, production allocated to NVIDIA is projected to account for a significant portion of Samsung Electro-Mechanics' total annual substrate capacity, with volumes expected to increase at a double-digit annual rate.
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(Seoul = Yonhap News) Reporter Kang Tae-woo = Samsung Electro-Mechanics and Nvidia are jointly investing in domestic production facilities to ensure a stable supply of advanced packaging substrates for artificial intelligence (AI) semiconductors...

·Seoul, Korea (the Republic of)
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조선일보 broke the news on Wednesday, October 21, 2026.
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