Samsung Electro-Mechanics and LG Innotek expand AI ties with Nvidia

Nvidia and Samsung Electro-Mechanics agreed to jointly invest in dedicated AI chip package substrate lines at the Sejong and Busan plants, with supplies starting this year. LG Innotek will co-develop vision sensing and robotic hand solutions for humanoid robots based on Nvidia's HSB technology. Nvidia plans to raise substrate capacity 2.5-fold over three years.

• Samsung Electro-Mechanics will start supplying substrates for Nvidia compute and switch chips this year
• Nvidia aims to grow substrate capacity 2.5 times over the next three years
• LG Innotek will unveil HSB-based robot sensors at CES and GTC next year
• By 2028 Nvidia may account for a large share of Samsung Electro-Mechanics' substrate output