Long-term AI board supply

Samsung Electro-Mechanics has entered a long-term supply arrangement with NVIDIA for AI boards, the core substrates used in AI servers. The agreement establishes the Korean components maker as a core supplier to the US GPU giant.

The deal positions Samsung Electro-Mechanics within the AI server supply chain at a time when demand for AI infrastructure continues to expand.

Implications for the components maker

Securing key supplier status with NVIDIA provides Samsung Electro-Mechanics a stable revenue base in the AI segment, beyond its traditional portfolio of electronic components. The company joins the ranks of Korean firms deepening their role in the global AI ecosystem alongside Samsung Electronics and SK hynix.

The report, published October 21, 2026, is based on 11 primary sources reviewed, with accompanying images hosted on Samsung Electro-Mechanics' official site.

The claim that Samsung Electro-Mechanics has become a key NVIDIA supplier with long-term AI board supply is True.

Verdict: True