Nvidia adds Samsung Electro-Mechanics to substrate supply chain
· Tech · South Korea · United States
US chip giant Nvidia said it has added Samsung Electro-Mechanics to its substrate supply chain and plans capacity expansion in South Korea, Yonhap reported on Oct 21. The move deepens Nvidia's reliance on Korean suppliers as demand for AI chips strains component supply chains. Substrates are a critical input for advanced chips, and adding a new supplier helps Nvidia diversify and scale production for AI accelerators.
Why it matters：Supply-chain diversification by the world's leading AI chip designer affects Korean component makers and the global AI hardware build-out.
Key points
- Samsung Electro-Mechanics joins Nvidia's substrate supply chain.
- Nvidia plans capacity expansion in South Korea.
- Substrates are critical for advanced chips.
Sources (original reporting)
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