NuAxiSemiconductor trade intelligence
RT NEWS: #Tesla is reportedly putting KRW 1.1T on the table for AI chip substrates! The deal would lock in Samsung Electro-Mechanics’ FC-BGA supply t...
What happened
According to a report reposted by TrendForce, Tesla is reportedly putting KRW 1.1 trillion on the table to lock in Samsung Electro-Mechanics' FC-BGA substrate supply through 2033; NVIDIA is also said to be grabbing capacity. The item is a reposted report with 'reportedly'/'is said to be' wording, and whether the deal is actually implemented is unconfirmed. The source does not state the cause.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
FC-BGA substrate (AI chip substrate)
FC-BGAsubstratecapacity reservationAI chip substratereportedlythrough 2033
Source and time
Source: TrendForce Official (Market Data) · 10/22/2026 · View original source
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