Samsung Electro-Mechanics commits $5B to AI chip FC-BGA substrates
Samsung Electro-Mechanics' board approved 6.78 trillion won (~$4.99 billion) in capital spending on FC-BGA substrates for AI servers. The Sejong plant gets 4.27 trillion won with mass production set for September 2028, while 2.51 trillion won goes to its Vietnamese subsidiary.
- Total investment is 6.78 trillion won, about $4.99 billion
- Sejong plant gets 4.27 trillion won, production starts September 2028
- Vietnam subsidiary receives 2.51 trillion won for equipment
- Investment is backed by long-term supply commitments from big-tech customers
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