Samsung Electro-Mechanics to supply NVIDIA substrates from 2026
The Korean components maker and NVIDIA will also jointly invest to expand AI semiconductor substrate capacity at Sejong and Busan.
Samsung Electro-Mechanics said on October 21, 2026 that it has formed a strategic business partnership with NVIDIA, under which it will supply package substrates for chips to the AI chip company for multiple years starting in 2026, according to digitaltoday.co.kr.
The supplied items cover substrates for NVIDIA's computing chipsets and package substrates for network switches used in data centers. The two companies will also jointly invest in expanding an AI semiconductor substrate plant, with dedicated lines for NVIDIA volume added at Samsung Electro-Mechanics' Sejong and Busan sites in Korea.
NVIDIA volume of package substrates is expected to grow at an average annual rate of more than 10 percent starting this year. By 2028, NVIDIA-bound volume is expected to account for a significant portion of Samsung Electro-Mechanics' annual package substrate capacity.
Executive comments
Samsung Electro-Mechanics President Jang Deok-hyeon said the company joins as a core infrastructure partner of NVIDIA. NVIDIA operations vice president Deborah Shoquist said the cooperation expands its substrate supply partner network and adds production capacity.
Samsung Electro-Mechanics said it holds technologies from fine processing to MLCC and silicon capacitors embedded in substrates.
Quick answers
When does Samsung Electro-Mechanics begin supplying substrates to NVIDIA?
Starting in 2026, under a multi-year agreement.
Where will the dedicated NVIDIA lines be located?
At Samsung Electro-Mechanics' Sejong and Busan sites in Korea.