AI long-term supply deals expand beyond chips to components and power gear

Long-term supply agreements in the AI industry are spreading from memory to components and power equipment. Samsung Electro-Mechanics signed an FC-BGA deal worth about 1 trillion won and a multi-year Nvidia partnership estimated at 2.6 trillion won, while LS Electric signed a 168.9 billion won contract.

• Samsung Electro-Mechanics: FC-BGA deal worth ~1 trillion won with a US automaker
• Nvidia substrate partnership estimated at 2.6 trillion won, at least three years
• LS Electric signed a 168.9 billion won contract for power distribution solutions
• North American switchgear lead times have grown to 30–40 weeks