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Samsung Electro-Mechanics and NVIDIA Ink ABF Substrate Supply Agreement
What happened
Samsung Electro-Mechanics and NVIDIA have signed an ABF substrate supply agreement. The companies will expand dedicated production capacity in South Korea to supply substrates for AI processors and high-speed networking switches. The source does not state the cause, and provides no specific dates, capacity figures or investment amounts; the capacity expansion is phrased as a plan ('will expand').
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ABF substrate
Samsung Electro-MechanicsNVIDIA
ABF substratesupply agreementAI processorshigh-speed networking switchescapacity expansionSouth Korea
Source and time
Source: EE Times Asia · 10/27/2026 · View original source
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