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DigiTimes
Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises
Samsung Electro-Mechanics and LG Innotek have significantly increased their semiconductor package substrate production as of the first half of 2026, aligning with a notable uptick in shipments for AI-related applications. This growth reflects the broader momentum in the semiconductor sector, with particular focus on high-value substrates required for AI accelerators, server CPUs, and networking technologies. The companies are responding strategically to meet the heightened demand driven by advancements in AI, which is expected to continue influencing market dynamics.
MonitorConfidence: MediumShort term horizon
Published 17 Aug 2026, 04:20 UTC1 min read
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Summary
TL;DR
- Samsung Electro-Mechanics and LG Innotek near full production capacity
- Increased demand driven by AI technology development
- Focus on semiconductor package substrates for AI applications
- Rising shipments for server CPUs and data center networking
- Potential future market shifts with memory supply dynamics
Interesting facts
- The shift corresponds with soaring AI application needs in the semiconductor industry.
- There are projections indicating a potential memory glut by 2028 due to rapid expansions in chipmaking.