AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-21 22:32

Samsung Electro-Mechanics Wins NVIDIA AI Semiconductor Substrate Orders; Expands Sejong and Busan Plants

True

Samsung Electro-Mechanics has secured orders for AI semiconductor substrates from NVIDIA, according to the report, and is expanding its Sejong and Busan plants to meet growing demand for the components used in AI servers.

원문 주장 (KR)
삼성전기, 엔비디아 AI 반도체 기판 잡았다…세종·부산 공장 증설

Capacity Expansion at Sejong and Busan

Samsung Electro-Mechanics is ramping up production capacity at its Sejong and Busan facilities to supply flip-chip ball grid array (FC-BGA) substrates, which serve as the mainboards for AI semiconductors. The move comes as demand for AI chips accelerates globally, driving the need for advanced substrates.

Position in the AI Supply Chain

Landing NVIDIA as a substrate customer places Samsung Electro-Mechanics inside the AI semiconductor supply chain, where high-end FC-BGA substrates are a critical and supply-constrained component. The expansion at Sejong and Busan is aimed at serving this demand.

Details such as the size of the investment and the exact volume of the orders were not specified in the report, and remain unconfirmed.

The claim is judged True.

Sources — primary documents (4)
  1. https://www.samsungsem.com/resources/file/kr/ir/earnings_release/2Q26_Earnings_Release_kor.pdf
  2. https://www.samsungsem.com/files/imageView.do?key=848f25c0-c2f4-4e35-b8ed-48fef0ed6923
  3. https://www.samsungsem.com/files/imageView.do?key=2d7005f3-0ae3-428c-ba74-c5bdc1538998
  4. https://www.samsungsem.com/files/imageView.do?key=cd49606e-b722-496e-8d9b-43feb0b60b0c

KR: /news/20261021-e0be70 · 판정: 사실