Samsung, Nvidia partner for AI chip substrate supply
· Source: datacenters.economictimes.indiatimes.com
In short
Samsung Electro-Mechanics and Nvidia have formed a strategic partnership to reinforce the global AI semiconductor supply chain, including joint investment in dedicated ABF package substrate manufacturing facilities. Samsung will begin supplying Nvidia with ABF substrates from 2026, with production lines in Sejong and Busan covering compute chipsets and high-speed networking switches for data centers. Supply volumes are expected to grow at a double-digit annual rate, with Nvidia's allocation reaching a significant share of Samsung's total substrate capacity by 2028.
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Tags: semiconductors, supply chain, data centers, AI chips, manufacturing, partnership