$BTC

Tesla and Nvidia are teaming up to pour money in
Is Samsung Electro-Mechanics about to take off?

Holy shit
Guys
Money really doesn’t go far in the AI world

Latest news
Tesla and Nvidia have reportedly planned to invest around $2.8 billion in South Korea’s Samsung Electro-Mechanics
That’s about 20 billion yuan
Holy shit
AI is fucking expensive
These guys are seriously fucking loaded

The money is mainly targeting advanced packaging substrates for AI chips
The related production capacity is planned for locations in South Korea, including Sejong and Busan

Don’t rush to say Samsung is taking off just yet
This isn’t the familiar Samsung phone business
And it’s not just straightforward chip contract manufacturing
It’s a key piece of supporting infrastructure behind AI chips

Even the best chips
Need reliable packaging substrates and a supply chain to support them
If they’re going to be mass-produced

Nvidia has publicly announced a partnership with Samsung Electro-Mechanics to expand related production capacity
Supply is planned to begin in 2026

As for Tesla’s involvement
For now, that’s only been reported
It hasn’t been officially confirmed

But here’s what to keep in mind about AI right now
It’s no longer just about comparing chips, large language models, and so on
The key is who can get the entire supply chain up and running
Big companies are still pouring money into expanding capacity like crazy
That can only mean one thing
Demand for AI infrastructure is still pretty strong

That shows the AI sector definitely isn’t done yet
So this current drop in U.S. stocks and the tech sector
Definitely isn’t the end—it’s just pulling back to pick people up
Guys
Have you jumped in yet?


#特斯拉英伟达将投资三星电机