--- title: "Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027." description: "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 p" url: "https://bilby.ai/predictions/p/213/samsung-electro-mechanics-would-capture-a-larger-share-of-us-ai-chip-substrate-o" markdown: "https://bilby.ai/predictions/p/213/samsung-electro-mechanics-would-capture-a-larger-share-of-us-ai-chip-substrate-o.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027. - **Made:** 12 Nov 2026 - **By:** Owen Bae - **Market:** Taiwan - **First reported by:** Central News Agency - **Outcome:** Unresolved 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](https://www.nstc.gov.tw/folksonomy/detail/19618cc4-0cdc-4573-a776-430ec6ecc399?l=ch) First reported by [Central News Agency](https://www.cna.com.tw/news/afe/202611110311.aspx) ![Samsung Electro-Mechanics and competing substrate suppliers, US chip designers, and the Taiwanese agencies involved in the proposed trade-secret protections.](https://cms.bilby.ai/api/media/file/adt-2026-11-12-samsung-substrates.png?prefix=cms-media) [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Samsung%20Electro-Mechanics%20would%20capture%20a%20larger%20share%20of%20US%20AI-chip%20substrate%20orders%20in%202027.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Samsung%20Electro-Mechanics%20would%20capture%20a%20larger%20share%20of%20US%20AI-chip%20substrate%20orders%20in%202027.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Samsung%20Electro-Mechanics%20would%20capture%20a%20larger%20share%20of%20US%20AI-chip%20substrate%20orders%20in%202027.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Samsung%20Electro-Mechanics%20would%20capture%20a%20larger%20share%20of%20US%20AI-chip%20substrate%20orders%20in%202027.) ## More from Taiwan 14 predictions on Taiwan so far, newest first. - 10 Nov 2026 · [Taiwanese tungsten exporters will face squeezed margins in 2027.](https://bilby.ai/predictions/p/211/taiwanese-tungsten-exporters-will-face-squeezed-margins-in-2027) · Unresolved - 9 Nov 2026 · [Nvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027.](https://bilby.ai/predictions/p/210/nvidia-will-place-additional-ai-memory-orders-with-sk-hynix-or-samsung-by-the-en) · Unresolved - 6 Nov 2026 · [TSMC will secure increased deposits on its cash deposits by June 2027.](https://bilby.ai/predictions/p/207/tsmc-will-secure-increased-deposits-on-its-cash-deposits-by-june-2027) · Unresolved [All 14 from Taiwan](https://bilby.ai/predictions/log?tag=taiwan) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)