Samsung Electro-Mechanics, NVIDIA invest in ABF substrate capacity expansion in South Korea
NVDA•Samsung Electro-Mechanics and NVIDIA will jointly expand dedicated ABF substrate facilities in Sejong and Busan, with deliveries beginning in 2026. Annual supply volumes are expected to grow at a double-digit rate, and NVIDIA’s allocation is projected to represent a significant portion of the supplier’s package substrate capacity by 2028.
1. Capacity expansion
Samsung Electro-Mechanics and NVIDIA will jointly invest in expanding dedicated ABF substrate production facilities in Sejong and Busan, South Korea. Deliveries under their multiyear agreement are set to begin in 2026, covering substrates for NVIDIA AI processors and high-speed networking switches.
2. Supply outlook
Annual supply volumes are expected to grow at a double-digit rate over the agreement’s term. By 2028, NVIDIA’s allocation is projected to represent a significant portion of Samsung Electro-Mechanics’ total annual package substrate production capacity.
