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[SITUATION] · [ACTIVE] · [TECHNOLOGY]
2 clusters · 5 sources · 18 days · First seen · Last updated
South Korean semiconductor and AI infrastructure development
Overview
South Korea has initiated a large-scale industrial roadmap to bolster its semiconductor and AI capabilities. The government plan involves significant investments, including 800 trillion won for semiconductors and 550 trillion won for data center infrastructure. Key objectives include establishing new chip production bases and packaging hubs, alongside efforts to secure power and water supplies for AI expansion.
Building on this infrastructure push, Samsung Electro-Mechanics has entered a strategic partnership with NVIDIA to supply high-performance package substrates for AI semiconductors. The collaboration involves expanding production capacity at facilities in Sejong and Busan using advanced Flip Chip Ball Grid Array (FC-BGA) technology. This partnership aims to support NVIDIA’s computing chips and high-speed network equipment for data centers, with Samsung expecting significant annual growth in orders from NVIDIA through 2028.
Entities
Samsung SDI · Samsung Electro-Mechanics · Naver · Jang Deok-hyun · Honda Motor
Timeline
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[TECHNOLOGY] 3 sourcesSamsung Electro-Mechanics to supply AI semiconductor substrates to NVIDIA
Samsung Electro-Mechanics and NVIDIA will partner to build dedicated production lines in South Korea for AI semiconductor package substrates, targeting high-speed data center and computing needs.
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[TECHNOLOGY] 2 sourcesSouth Korea announces major semiconductor and AI infrastructure roadmap
South Korea is launching massive semiconductor and AI data center investments while its battery makers pivot US production toward energy storage systems amid slowing EV demand.
Sources
biz.heraldcorp.com · gcn.com · sateconomy.co.kr · tokenpost.com · zdnet.co.kr