Samsung Electro-Mechanics to invest $3.14 bil. for substrate plant in Sejong

koreatimes.co.kr Sep 28, 2026

Samsung Electro-Mechanics to invest $3.14 bil. for substrate plant in Sejong

Curated by Shubham · TechCapsules · Sep 28, 2026

AI-summarised brief · reviewed before publication

Samsung Electro‑Mechanics announced a 4.27 trillion‑won ($3.14 billion) investment to expand its flip‑chip ball‑grid‑array (FC‑BGA) substrate capacity at its Sejong plant. The expansion, the largest single‑product capex in the company’s history, will run from September 2026 to May 2028, with mass production slated for September 2028. The move targets rising demand from AI servers and other high‑performance computing sectors, backed by long‑term agreements with major global tech firms. The investment is part of a broader commitment to invest 8 trillion won in Chungcheong and 15 trillion won in Busan by 2040.

💡 Why It Matters

· By scaling FC‑BGA production, Samsung Electro‑Mechanics positions itself to secure a steady supply for AI and automotive markets, strengthening its foothold in the high‑value substrate segment.

Capsules Semiconductors

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VSMC Celebrates the Grand Opening of Its First 300mm Fab in Singapore

VisionPower Semiconductor Manufacturing Company (VSMC), a joint venture between Vanguard International Semiconductor and NXP Semiconductors, opened its first 12‑inch fab in Tampines, Singapore. The ceremony, attended by Singapore’s Trade Minister, EDB Chairman, and JTC CEO, marked the completion of 22 months of construction. The fab, now in risk production, will begin volume output in Q1 2027, targeting 44,000 wafers monthly by 2029. It supports 130‑nm to 40‑nm processes for mixed‑signal, power, analog, and interposer applications across HPC, mobile, automotive, industrial, and consumer markets. The facility incorporates AI‑driven automation, LEED and Green Mark standards, and plans to create 1,600 jobs while fostering industry‑academia collaboration.

💡 The new plant positions Singapore as a competitive hub for advanced semiconductor manufacturing, expanding local supply chains for high‑tech sectors. It also demonstrates a scalable, green production model that could set a benchmark for future fabs in the region.

semiconductor-digest.com · Sep 28

Synopsys Powers Autonomous Engineering with a Broad Portfolio of Long-Horizon Agents and…

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💡 By turning complex, multi‑stage chip design into a largely self‑directed process, Synopsys gives manufacturers a tangible shortcut to meet shrinking product windows and escalating design complexity.

techcrunch.com · Sep 28

Physical AI chip developer SiMa.ai hits $1.45B valuation

SiMa.ai, a physical‑AI chip developer, secured $150 million in a Series C round, pushing its valuation to $1.45 billion. The funding was co‑led by Fidelity Management & Research Company and Amplify, with Dell Technologies Capital, StepStone Group, Alter Venture Partners, and others participating. Founded in 2018 by former Groq COO Krishna Rangasayee, the company produces energy‑efficient chips that enable on‑device AI for robots, drones, and cameras, bypassing cloud dependence. The new capital brings total funding above $500 million, following a $960 million valuation after a July 2025 Series B.

💡 The investment signals growing confidence in edge AI, positioning SiMa.ai to challenge Nvidia’s dominance in low‑latency, cost‑effective AI hardware for emerging robotic markets.

thehindubusinessline.com · Sep 28

TakeMe2Space to take data centres to space

TakeMe2Space, an Indian space‑tech start‑up, will launch two 100‑kg satellites on a SpaceX Falcon 9 in late 2028. The pair will form India’s first orbital data‑centre network, each carrying 10 Nvidia Thor GPUs, 100 TB of storage and 1.5 kW of power. They will process multispectral Earth‑observation imagery onboard via the OrbitLab platform, delivering ready‑to‑use crop‑stress, flood and ship‑count maps instead of raw data. Optical inter‑satellite links will enable workload sharing, demonstrating scalable in‑orbit high‑performance computing.

💡 By moving data processing to orbit, the mission cuts ground‑based latency and bandwidth costs, offering near‑real‑time insights for agriculture, disaster response and maritime monitoring.

thenextweb.com · Sep 28

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💡 The surge in optical module demand underscores the critical role of photonics in scaling data‑centre bandwidth, while GlobalFoundries’ expansion signals a strategic pivot toward light‑based data transfer technologies that could reshape the semiconductor supply chain.

taipeitimes.com · Sep 28

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💡 The widening earnings gap threatens social cohesion, as AI‑driven prosperity concentrates in a narrow segment of Taiwan’s workforce.