Samsung Electro-Mechanics Plans FC-BGA Capacity Expansion
Samsung Electro-Mechanics CEO Chang Duck-hyun said at CES 2026 that demand for FC-BGA substrates and MLCCs will rise sharply with AI, and the company will run FC-BGA lines at full capacity in the second half of 2026 while reviewing capacity expansion. He estimated AI data centers could account for 60-70% of FC-BGA demand and outlined moves into camera-module production, humanoid-robot components and all-solid-state batteries.
Key Points
- 1Announces rising FC-BGA and MLCC demand; commits to full-capacity H2 2026 production
- 2Estimates AI servers and data centers will drive 60-70% of FC-BGA demand
- 3Plans camera-module mass production in Mexico and explores supplying humanoid-robot components
Scoring Rationale
Company-confirmed production and demand projections justify a high score; limited technical novelty and incremental capacity planning moderate the impact.
Sources
Public references used for this report.
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