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AI CURATED HOT STORY · 10/22/2026

Tesla Signs FC-BGA Substrate Deal with Samsung Electro-Mechanics

1 reports archived1 independent sourcesupdated 10/22/2026, 18:09:18
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Tesla has signed a five-year supply agreement with Samsung Electro-Mechanics, investing approximately 1.1 trillion KRW to expand dedicated production lines at the Sejong plant. The FC-BGA substrates will support AI chips for Tesla's EVs and Optimus humanoid robots, with mass production expected in 2029. Meanwhile, Nvidia is also aggressively expanding global IC substrate capacity through prepayments to secure supply.

LATEST/Tesla has signed a five-year supply agreement with Samsung Electro-Mechanics, investing approximately 1.1 trillion KRW to expand dedicated production lines at the Sejong plant. The FC-BGA substrates will support AI chips for Tesla's EVs and Optimus humanoid robots, with mass production expected in 2029. Meanwhile, Nvidia is also aggressively expanding global IC substrate capacity through prepayments to secure supply.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts
    • Tesla invests ~1.1 trillion KRW to help Samsung Electro-Mechanics expand dedicated FC-BGA lines at Sejong
    • Substrates are designated for AI chip packaging in Tesla vehicles and Optimus robots
    • Facility completion expected by end of 2027, with deliveries starting in 2029
    • Nvidia simultaneously drives suppliers to triple IC substrate capacity via massive prepayments