Samsung Electro-Mechanics joins NVIDIA supply chain as Samsung Electro stock awaits results

Published on 10/22/2026 at 09:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NVIDIA partnership starts in 2026 with double-digit substrate growth. Samsung Electro stock faces October 28 results after KRW 3.46 trillion Q2 revenue.

Capacity expansion and earnings date

Samsung Electro-Mechanics announced its NVIDIA partnership on October 21, 2026, with deliveries beginning in 2026.
Seven supply agreements since May 2026 total KRW 4.3 trillion.
Third-quarter results are scheduled for October 28, 2026, after second-quarter revenue reached KRW 3.46 trillion.
Samsung Electro-Mechanics last stood at KRW 1,145,000 on October 22, 2026, on KRX.

Samsung Electro, KR7009150004, Illustration mit AI erstellt.

Samsung Electro-Mechanics (KR7009150004) will supply NVIDIA with advanced package substrates from 2026 under a multiyear partnership announced on October 21, 2026. The companies will jointly expand dedicated production lines in Sejong and Busan, while annual substrate volumes are expected to increase at a double-digit rate.

Three contracts shape the story

The recent sequence shows a broader expansion of Samsung Electro-Mechanics' package business. On July 30, 2026, second-quarter revenue reached KRW 3.46 trillion, according to TradingView. On October 19, 2026, Samsung Electro-Mechanics signed a KRW 360.5 billion memory semiconductor substrate agreement for delivery during 2027, according to Samsung Electro-Mechanics. On October 21, 2026, the NVIDIA partnership added AI processor and networking substrates to that expansion.

What does NVIDIA capacity mean?

Yonhap News Agency reported on October 21, 2026, that production allocated to NVIDIA could represent a significant portion of Samsung Electro-Mechanics' annual package substrate capacity by 2028. Samsung Electro-Mechanics said the supply agreement covers AI compute chipsets and high-speed networking switches, with deliveries beginning in 2026 and annual volume expected to grow at a double-digit rate.

The company said the latest agreement brings its disclosed long-term supply agreements since May 2026 to seven, with a cumulative value of KRW 4.3 trillion. That comparison matters because the NVIDIA relationship adds a major AI infrastructure customer to a package substrate business that also serves memory semiconductor demand.

Dates for the next catalyst

Samsung Electro-Mechanics is scheduled to report third-quarter 2026 results on October 28, 2026, according to TradingView. The memory substrate agreement runs from January 1, 2027, through December 31, 2027, according to the company's October 19, 2026 release.

KRX price and business scale

Samsung Electro-Mechanics last stood at KRW 1,145,000 on October 22, 2026 at 3:30 p.m. KST on KRX. The business operates in electronic components, optical solutions and semiconductor package substrates, with package solutions now tied to both memory and AI infrastructure demand.