Nvidia Partners with Korean Firms for AI Chip Substrates and Robotics Solutions
- Published
- Source
- KoreaHerald.com
Samsung Electro-Mechanics has secured a multiyear agreement to supply advanced semiconductor substrates for Nvidia's AI processors and networking chips. Concurrently, LG Innotek is collaborating with Nvidia to develop sensing systems for humanoid robots. These partnerships highlight the strategic expansion of Korean component manufacturers into the AI and robotics sectors as Nvidia scales its operations.
The collaboration is significant as it reflects Nvidia's efforts to enhance its chip manufacturing supply chain amid rising demand for AI computing infrastructure. The agreement with Samsung Electro-Mechanics includes joint investments to expand substrate production facilities in Sejong and Busan, with supplies expected to commence this year. This move is part of Nvidia's strategy to increase substrate production capacity by 2.5 times over the next three years.
Looking ahead, the partnership is poised to provide substantial growth opportunities for Samsung Electro-Mechanics, which reported a 37 percent revenue increase in its package solutions division in the second quarter. By 2028, Nvidia-related production is anticipated to represent a significant portion of Samsung's total substrate capacity, although specific supply volumes and financial terms remain undisclosed.
Original report
Nvidia taps Korean component makers for AI chips, robots
KoreaHerald.com · The Korea HeraldThis briefing is an independently written summary based on publicly available reporting and is provided for industry information and news discovery. The original report and source publication are credited and linked where applicable. RobotToday does not claim ownership of third-party source material.
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