Tesla and Nvidia will invest 1.1 trillion won and 2.6 trillion won respectively to jointly build an FC-BGA production line with Samsung Electric. This is a next-generation packaging substrate for AI semiconductors. Currently, FC-BGA has become a new bottleneck in the AI supply chain. The two companies have finalized investment in Samsung Electric's factory. This cooperation will strengthen Samsung Electric's position as a core supplier in the AI high-end circuit. According to industry news on the 22nd, Samsung Electric has signed a long-term FC-BGA supply agreement with Tesla to build an exclusive production line at the Sejong plant. According to the agreement, Tesla will invest about 1.1 trillion won for production line expansion and equipment investment in exchange for medium- to long-term stable supply guarantees. This batch of substrates will supply AI chips for Tesla's autonomous electric vehicle and humanoid robot Optimus. The supply agreement is for a period of 5 years, 2029 to 2033. Samsung Electric used this to share capital pressure to expand production and target long-term major customers; Tesla steadily obtained the substrates needed for autonomous driving and humanoid robots. Currently, the Samsung Electric production line is under construction. It is scheduled to be completed by the end of next year, equipment installation and trial production will be completed in the first half of 2028, mass production will begin in the second half of 2028, and supply to Tesla will begin in 2029. Samsung Electric revealed in September last year that the total investment to expand production at the Sejong plant was 4.27 trillion won, of which 1.1 trillion won was borne by Tesla.

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