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LG Innotek shifts business focus from smartphone substrates to AI servers

LG Innotek is expanding its business focus beyond mobile into AI servers and data centres as demand shifts in the semiconductor substrate market with the spread of inference AI. The company outlined a mid- to long-term growth strategy built around FC-CSP, FC-BGA and RF-SiP substrates. It is accelerating capacity investment in South Korea and Vietnam. Its package solution business posted higher sales and profit last year, and it set targets for 2030 and 2031.