Samsung Electro-Mechanics
PulseAugur coverage of Samsung Electro-Mechanics — every cluster mentioning Samsung Electro-Mechanics across labs, papers, and developer communities, ranked by signal.
- 2026-10-23 partnership Samsung Electro-Mechanics and NVIDIA have formed a strategic partnership for the supply of ABF package substrates starting in 2026. source
- 2026-09-01 regulatory Samsung Electro-Mechanics is expected to increase prices for multilayer ceramic capacitors. source
- 2026-07-03 funding Samsung Electro-Mechanics announced plans to invest 15 trillion Korean won in Busan by 2040. source
3 day(s) with sentiment data
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AI demand causes massive PCB shortage, pushing lead times to 2030
The burgeoning demand for AI infrastructure is causing a severe shortage of printed circuit boards (PCBs), a critical component for electronics manufacturing. This surge in demand, particularly for specialized PCBs and …
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Nvidia invests billions to secure AI chip supply chain capacity
Nvidia is making significant investments across its AI accelerator supply chain, announcing multi-billion-dollar deals with six key suppliers. These agreements aim to secure production capacity for substrates, advanced …
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Samsung Electro-Mechanics partners with NVIDIA for AI semiconductor supply
Samsung Electro-Mechanics has entered into a strategic partnership with NVIDIA, set to commence in 2026. This collaboration will involve Samsung Electro-Mechanics supplying ABF package substrates. The agreement is inten…
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Samsung Electro-Mechanics to raise capacitor prices amid AI demand
Samsung Electro-Mechanics is anticipated to implement price hikes for its multilayer ceramic capacitors in the fourth quarter. This move is driven by robust demand from the AI sector, which is consuming production capac…
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Glass-core chip substrates face multi-year production delays
The development of glass-core substrates for advanced chip packaging is facing significant delays, with initial timelines for mass production now pushed back by several years. Companies like Intel, Absolics, and Samsung…
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MLCC Market Surges with Price Hikes and Strong Stock Performance
The multi-layer ceramic capacitor (MLCC) market is experiencing a significant upswing, with leading manufacturers like Murata, Samsung Electro-Mechanics, and Taiyo Yuden increasing prices by 15% to 30% for AI servers an…
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Stellantis sells car-sharing unit; AI drives MLCC demand
Stellantis Group has agreed to sell its entire stake in the Free2move car-sharing business to Mutares, with the transaction expected to conclude by the end of 2026, pending standard closing conditions. Separately, the M…
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Samsung Electro-Mechanics to invest ₩15T in Busan AI infrastructure
Samsung Electro-Mechanics plans to invest 15 trillion Korean won in Busan by 2040, focusing on AI data center substrate and MLCC production lines. This initiative aligns with South Korea's broader strategy to become a t…
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Kimi chatbot valuation soars to $31.5B, ARR tops $300M; Youai Zhihe launches industrial robots · 1 source tracked
Moonshot AI's Kimi chatbot has secured new funding, raising its valuation to $31.5 billion and achieving an Annual Recurring Revenue (ARR) of over $300 million. This growth is primarily driven by increased developer usa…
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Tesla AI hardware fuels substrate race between LG and Samsung
Tesla's AI hardware development is creating significant demand for ABF substrates, a key component in advanced semiconductor manufacturing. This demand has sparked a competitive race between LG Innotek and Samsung Elect…