Samsung Electro-Mechanics (SEMCO) has announced a collaboration with AMD to supply high-performance substrates for hyperscale data center compute applications. Primarily, these substrates are made in SEMCO’s key technology hub in Busan and the newly built state-of-the-art factory in Vietnam.

Market research firm Prismark predicts that the semiconductor substrate market will grow at an average annual rate of about 7%. This represents an increase from 15.2 trillion KRW in 2024 to 20 trillion KRW in 2028.

Particularly, SEMCO’s substantial investment of 1.9 trillion KRW in the FCBGA factory underscores its commitment to advancing substrate technology and manufacturing capabilities. This aims to meet the highest industry standards and the future technology needs.

To Deal with Challenges of Chiplet Assembly

Mainly, SEMCO’s collaboration with AMD focuses on meeting the unique challenges of integrating multiple semiconductor chips (chiplets) on a single large substrate. These high-performance substrates, essential for CPU/GPU applications, offer significantly larger surface areas and higher layer counts. They provide the dense interconnections for today’s advanced data centers.

Meanwhile, compared to standard computer substrates, data center substrates are ten times larger and feature three times more layers. Thus, they ensure efficient power delivery and lossless signal integrity between chips. Addressing these challenges, SEMCO’s innovative manufacturing processes mitigate issues like warpage to ensure high yields during chip mounting.

State-of-the-Art FCBGA Factory

Particularly, SEMCO’s FCBGA factory highlights advanced real-time data collection and modeling capabilities. It enables SEMCO to develop predictive manufacturing models that ensure signal, power, and mechanical integrity.

This state-of-the-art facility positions SEMCO as a leader in the production of embedded substrates with both passive (capacitor and inductor) and active (integrated circuit) components. Thus, it can meet the forward-looking needs of next-generation data centers.

“We are honored to be a strategic partner with AMD, a global leader in high-performance computing and AI semiconductor solutions,” said Kim Wontaek, Executive Vice President of the Strategic Marketing Center at Samsung Electro-Mechanics.

“Our continued investment in advanced substrate solutions will provide key value to customers like AMD. They address the evolving demands of data centers and other compute-intensive applications, ranging from AI to automotive systems.” 

Meanwhile, Scott Aylor, Corporate VP of Global Operation Manufacturing Strategy at AMD, says, “At AMD, we are always pushing the edge of innovation to meet the performance and efficiency needs of our customers. Our leadership in chiplet technologies has enabled AMD to deliver leadership performance, efficiency, and flexibility across our CPU and data center GPU portfolio.

“Continued investments with partners such as SEMCO highlight the work we are doing. This ensures we have the advanced substrate technologies and capacity we need to deliver future generations of high-performance computing and AI products.”

-23 July 2024-