Nvidia Expands AI Alliance to Electronic Components with Korean Firms

Nvidia is expanding its AI alliance to include electronic components manufacturers from South Korea, specifically Samsung Electro-Mechanics and LG Innotek. CEO Jensen Huang announced this move at the GTC Berlin 2026 developer event. Samsung Electro-Mechanics has committed to providing long-term supplies of AI semiconductor package substrates, establishing new production lines at its Sejong and Busan plants.

This is the first official announcement of their partnership with Nvidia, with the company set to supply substrates for both computing chipsets and network switches, which handle ultra-high-speed connections between chips in data centers. The demand for these substrates is expected to grow at an annual average of double digits or more through 2028, with analysts predicting Nvidia will take up a significant portion of Samsung Electro-Mechanics' total annual package substrate production capacity.

Meanwhile, LG Innotek has begun developing advanced sensing solutions for physical AI and robots in collaboration with Nvidia. They unveiled a lineup of sensing solutions using Nvidia's latest HSB (Holoscan Sensor Bridge) technology at GTC Berlin, including a 3-megapixel camera module and a Multi-modal Vision System. This technology enables real-time transmission of sensor data to the GPU memory of an AI computer, showcasing their technological prowess.

LG Innotek plans to expand their collaboration with Nvidia, focusing on physical AI sensing solutions such as vision sensing for humanoid robots and robot hands, with the aim of unveiling these solutions at upcoming industry events like CES or GTC.