Event
Tesla and Nvidia Invest in Samsung Electro-Mechanics to Build FC-BGA Production Lines
1 reports · 1 sources
According to industry sources on October 22, 2026, Samsung Electro-Mechanics has signed a long-term FC-BGA supply agreement with Tesla and is building a dedicated production line at its Sejong plant; Tesla is contributing approximately 1.1 trillion won for line expansion and equipment investment in exchange for medium- to long-term stable supply guarantees. Tesla and Nvidia will invest approximately 1.1 trillion won and 2.6 trillion won respectively to jointly build FC-BGA (flip-chip ball grid array substrate) production lines with Samsung Electro-Mechanics for AI semiconductors. These substrates will be supplied for the AI chips used in Tesla's autonomous-driving electric vehicles and its humanoid robot Optimus.
Report timeline
- Tesla and Nvidia to invest 3.7 trillion won with Samsung Electro-Mechanics to build FC-BGA substrate line
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.
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