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LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

What happened

LG Innotek plans to invest over 1 trillion KRW in a new semiconductor substrate plant in Vietnam to meet rising demand from AI servers and 5G smartphones. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates as suppliers adjust capacity for advanced mobile and AI infrastructure. Watch.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

RF-SiPFC-CSPFC-BGA
LG Innotek
capacity_expansionsubstrateAIVietnam

Source and time

Source: DigiTimes Asia · 6/14/2026 · View original source

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