Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.

On 11 November, Taiwan proposed adding advanced AI-chip substrate technology to its list of national core technologies, bringing the associated trade secrets under its National Security Act. Tougher penalties for unauthorised use overseas will make US chip designers think twice about qualifying a backup factory if its right to use Taiwanese manufacturing know-how could be challenged. Samsung can offer a separate source from its existing South Korean lines, which NVIDIA had already contracted to use in October. Ibiden’s Ono expansion starts ramping up in early 2028, giving Samsung a chance in 2027 to win new orders that might otherwise go to Taiwan’s Unimicron.

Additional source: National Science and Technology Council