Samsung Electro-Mechanics joins Nvidia's substrate supply chain, shocking Taiwanese rivals
zephyr_z9 · x · 2026-10-23
Blogger jukan05 relays Korean press reports: Samsung Electro-Mechanics has joined Nvidia's substrate supply chain, bringing its Sejong and Busan plants into Nvidia's network, with Nvidia expected to take a "significant" share of its substrate business by 2028.
- A Kinsus executive said it was "very unexpected" — "Korean manufacturers have never been part of our discussions"
- A senior exec at a major manufacturer had insisted Samsung Electro-Mechanics couldn't enter Nvidia's chain due to material sourcing, initially calling the deal "fake news"
- Upstream substrate materials are dominated by Japanese suppliers, with long-standing rumors they disadvantage Korean makers
- The author mocks Taiwanese substrate executives for clinging to outdated Japan-vs-Korea narratives
A significant shift in the AI server substrate supply landscape.
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