Samsung Electro-Mechanics is building capacity for FC-BGA substrates used in AI semiconductors, supported by a reported Won1.1tn ($830.2m) investment from Tesla and about Won2.6tn from Nvidia, according to Maeil Business Newspaper. Tesla's amount is part of a Won4.27tn capex programme in South Korea and comes with a five-year supply deal from 2029 to 2033 that gives Tesla priority access to medium- and long-term output. A Sejong line will make substrates for chips used in Tesla's autonomous EVs and Optimus robot, with construction due by end-2027, test production in H1 2028 and Tesla deliveries from 2029. Nvidia is expected to invest in Sejong and Busan for data-centre network and AI computing substrates, though it did not publicly disclose the amount when announcing the partnership at GTC 2026 on 21 October 2026. Earlier this month, the company also announced plans to invest about Won2.51tn in its Vietnam subsidiary.
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