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Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
What happened
Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities in South Korea. The move reflects growing efforts by global technology companies to secure stable supplies of high-performance semiconductor substrates for AI applications.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ABF substrate
Samsung Electro-Mechanics
TeslaNvidiaSamsung Electro-MechanicsABFAIinvestment
Source and time
Source: DigiTimes Asia · 10/22/2026 · View original source
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