Samsung Electro-Mechanics pours W1tr into AI substrates as demand exceeds capacity by 50%

Samsung Electro-Mechanics is reportedly pouring over 1 trillion won ($662.3 million) into capital expenditure for a second consecutive year, concentrating its investment on FC-BGA substrates, a critical component in AI server chips, as demand far outstrips its production capacity. The company's server and data center FC-BGA lines are running at full capacity, yet supply still falls short. CEO Chang Duck-hyun told shareholders at the annual general meeting last month that demand for the product e

By The Korea Herald