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.

Industry

Samsung Electro-Mechanics signs MLCC supply deal for AI servers worth 290 billion won

Samsung Electro-Mechanics said on Monday it signed a supply contract for multilayer ceramic capacitors used in AI servers worth about 290 billion won, or $210 million. The one-year supply period runs from Jan. 1 to Dec. 31, 2027. The company said it is its sixth long-term supply agreement this year under filings. It has signed consecutive long-term deals since May and reported a cumulative value of about 3.9 trillion won.