Samsung Electro-Mechanics and Nvidia announced a partnership on October 21, 2026, to expand production of ABF substrates used beneath the processors and networking switches that power AI infrastructure. The companies will jointly invest in dedicated manufacturing lines at SEMCO facilities in Sejong and Busan, South Korea, with production and supplies to Nvidia scheduled to begin in 2026. Supply volumes are expected to grow at a double-digit annual rate over several years. Nvidia is also supporting multiple substrate suppliers with multibillion-dollar commitments as it seeks to increase overall production capacity by at least 2.5 times.
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