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    Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027
    11h 16min ago
    Breaking down the challenges facing the new Apple CEO
    11h 16min ago
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    11h 16min ago
    TSMC targets Samsung's LPU foundry orders amid intensifying competition
    11h 16min ago
    Memory price surge hits India smartphone shipments in 1Q26
    11h 16min ago
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    11h 16min ago
    NEWS TAGGED SEMCO
    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...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Monday 2 February 2026
    Semco's Tianjin MLCC plant capacity runs flat out on EV, AI server expansion
    Rising automotive electronics demand has pushed Samsung Electro-Mechanics (Semco)'s Tianjin plant to full capacity across its multilayer ceramic capacitor (MLCC) production lines,...
    Thursday 29 January 2026
    Semco and LG Innotek push into humanoid robot supply chain
    As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
    Tuesday 27 January 2026
    Semco reports record revenue for 2025, driven by AI and automotive sectors
    Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year,...
    Friday 12 December 2025
    AI server demand propels MLCCs into strategic role in passive components market
    As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
    Tuesday 2 December 2025
    Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
    Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook