LG Innotek eyes 2027 chip substrate growth amid Big Tech supply talks

LG Innotek expects its semiconductor substrate business to improve in 2027 as it pursues long-term supply agreements with major technology companies. The company is preparing to enter the high-end AI accelerator substrate market, where its AI substrate is six times larger than its PC substrate.

• LG Innotek is in long-term supply talks with major tech companies
• The company is preparing to enter the AI accelerator substrate market
• Its AI accelerator substrate is 6x larger than its PC substrate
• Substrate business growth is expected in 2027