A five-year Tesla supply term is the change in Samsung's substrate expansion
A five-year supply term is the change, while Tesla and NVIDIA fund the build with 3.7 trillion won.
| FC-BGA substrate line | |
|---|---|
| combined investment | 3.7 trillion won |
| Tesla investment | 1.1 trillion won |
| NVIDIA investment | 2.6 trillion won |
| Sejong expansion total | 4.27 trillion won |
| trial operation | first half of 2028 |
| mass production | second half of 2028 |
| Tesla supply | 2029 to 2033 |
| contract length | 5 years |
The plant is the constraint. Samsung Electro-Mechanics must convert a disclosed 4.27 trillion won Sejong expansion into a dedicated FC-BGA line before mass production in the second half of 2028.
FC-BGA carries dense circuits and heat away from AI packages. The investment targets a physical bottleneck, not a marketing claim.
![삼성전기 서버용 FC-BGA [삼성전기] — Picture from mk.co.kr](/media/ba625970a145b33c1ca5f962314dc490.png)
Tesla supply runs from 2029 to 2033. The five-year term shifts buyer risk from spot availability to schedule risk.
The document names no output rate, defect rate, or delivery guarantee. Substrate dimensions, layer count, power draw, node, SKU, exact supply volume, and yield remain unmeasured.
The deal shifts risk to schedule, not output rate.
After mk.co.kr. We did not report this. The pictures, if any, are theirs.
