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Samsung Electro-Mechanics joins Nvidia AI substrate supply chain

Samsung Electro-Mechanics has signed a strategic partnership with Nvidia to supply advanced AI semiconductor package substrates on a multi-year basis, with dedicated production lines planned at its Sejong and Busan plants starting this year. The deal was announced at Nvidia's GTC 2026 event in Berlin, covering substrates for compute chipsets and data center networks. Korean media report this as a major win for the company, positioning it as a key Nvidia supplier amid efforts to expand manufacturing capacity in South Korea. Blog and café reactions are not covered in the supplied documents, so public sentiment beyond news reports is not available.

  1. Nvidia adds Samsung Electro-Mechanics to substrate supply chain, plans capacity expansion in S. Korea Korea Times · 2026-10-22
  2. Nvidia adds Samsung Electro-Mechanics to substrate supply chain, plans capacity expansion in S. Korea Yonhap · 2026-10-21
  3. 삼성전기, 엔비디아에 차세대 AI칩 기판 장기 공급 동아일보 · 2026-10-21
  4. 삼성전기, 엔비디아 핵심 공급사…“AI 기판 장기 공급” 경향신문 · 2026-10-21

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