News tagged Semco at DIGITIMES

NEWS TAGGED SEMCO

Monday 25 May 2026

Samsung Electro-Mechanics secures large silicon capacitor supply contract

Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...

Sunday 24 May 2026

AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Monday 11 May 2026

Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

Monday 4 May 2026

AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron

Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...

Saturday 2 May 2026

Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage

Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...

Friday 1 May 2026

Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens

Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...

Wednesday 15 April 2026

Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply

Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...

Tuesday 14 April 2026

Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam

As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...

Tuesday 14 April 2026

Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts

Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...

Saturday 11 April 2026

Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push

Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...

Friday 10 April 2026

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

Saturday 4 April 2026

Semco raises ABF substrate prices as AI server demand surges

The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...

Friday 3 April 2026

Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage

Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance...

Thursday 19 March 2026

Samsung Electro-Mechanics rumored to supply MLCCs to top private aerospace firm

Samsung Electro-Mechanics (Semco) is reportedly supplying multilayer ceramic capacitors (MLCC) for low Earth orbit (LEO) satellites to the world's largest private aerospace company...

Thursday 12 March 2026

Semco seen supplying ABF substrates for Tesla AI chips via Samsung foundry

Samsung Electro-Mechanics (Semco) is expected to supply ABF substrates for Tesla's next-generation artificial intelligence chips that Samsung Electronics plans to manufacture at its...

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