AI · SEMICONDUCTOR · FACT CHECK
SKD WIRETrue
Samsung Electro-Mechanics will expand its supply of large substrates for AI servers to twice the current level in the fourth quarter, according to a company statement that has been reviewed against primary sources and found to be accurate.
The company plans to scale up production and delivery of large-sized substrates used in AI servers during the fourth quarter, doubling the volume supplied to date. The move reflects surging demand for advanced packaging components driven by the rapid growth of AI server deployments.
Substrates are a key component in AI server systems, connecting high-performance chips such as CPUs, GPUs and HBM to the broader system architecture. Samsung Electro-Mechanics is one of the major suppliers of such components in the Korean hardware ecosystem.
The doubling of fourth-quarter supply underscores Samsung Electro-Mechanics' effort to keep pace with AI infrastructure buildout, where demand for large, high-layer-count substrates has outstripped conventional server requirements. The company did not disclose customer names or revenue figures in connection with the announcement.
The claim was rated after review of 10 primary sources, and the underlying statement holds up against the available evidence. The report that Samsung Electro-Mechanics will double its supply of large AI server substrates in the fourth quarter is True.