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Industry

Samsung Electro-Mechanics, Nvidia to expand dedicated AI substrate fabs with joint investment

Samsung Electro-Mechanics will expand its AI semiconductor substrate plants through joint investment with Nvidia, it said on Oct. 21. The companies formed a strategic business partnership under which Samsung Electro-Mechanics will supply package substrates to Nvidia for multiple years from 2026. Production will be handled at its Sejong and Busan sites, where dedicated lines will be added. Items include substrates for Nvidia computing chipsets and package substrates for network switches.

AI & Enterprise

US removes DeepSeek from government systems; China says it will not stand idly by

China pushed back after the United States barred the use of products from Chinese AI startup DeepSeek in federal civilian agencies’ IT systems and ordered their removal. The U.S. Department of Homeland Security also banned new procurement of DeepSeek-related products and services. A notice cited threat pathways and concerns that servers in China could allow access to sensitive U.S. data. China’s foreign and commerce ministries condemned the move and vowed countermeasures.

AI & Enterprise

Amazon hamstrung by power shortages as Nvidia servers sit in warehouses

Amazon Web Services is securing Nvidia AI servers on a large scale but cannot run some of the equipment due to power shortages at certain data centres. Business Insider reported AWS plans to take delivery of about $5 billion worth of Nvidia GB300 server racks ahead of final deployment and may add about $3 billion more per month for a period. Completed racks are being stored in intermediate warehouses until sites are ready.