Samsung Electro-Mechanics is putting nearly $5B into semiconductor substrates in Korea and Vietnam through 2028 — another leg of the AI server buildout being funded. Substrates are the quiet bottlenec

What happened: Samsung Electro-Mechanics is investing nearly $5 billion by 2028 in semiconductor substrates in South Korea and Vietnam, expanding production in Thai Nguyen province. Key numbers: Nearly $5 billion invested by 2028. Why it matters: The investment deepens Vietnam's role in producing key components for AI servers and high-performance computing, marking a shift from smartphone to advanced semiconductor production.

Samsung Electro-Mechanics is investing nearly $5 billion by 2028 in semiconductor substrates in South Korea and Vietnam, expanding production in Thai Nguyen province.

The investment deepens Vietnam's role in producing key components for AI servers and high-performance computing, marking a shift from smartphone to advanced semiconductor production.