# Tesla and Nvidia to invest 3.7 trillion won with Samsung Electro-Mechanics to build FC-BGA substrate line

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-22T07:12:19.000Z
- RoboHot: https://robohot.news/en/items/yo2w6qe2ri2401q0b6oev4ilp
- Original: https://36kr.com/newsflashes/4036708597371783?f=rss

## Summary

Tesla and Nvidia will invest 1.1 trillion won and 2.6 trillion won respectively to build an FC-BGA (flip-chip ball grid array substrate) line for AI semiconductors with Samsung Electro-Mechanics; these substrates have become a new bottleneck in the AI supply chain. According to industry sources on the 22nd, Samsung Electro-Mechanics has signed a long-term FC-BGA supply agreement with Tesla and is building a dedicated line at its Sejong plant; Tesla's investment funds line expansion and equipment, in exchange for medium- to long-term stable supply guarantees, and these substrates will supply the AI chips used in Tesla's self-driving electric vehicles and its Optimus humanoid robot.