Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027

Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply contracts, higher capital spending, and a newly formalized glass substrate venture as evidence that demand from hyperscalers and chipmakers is outrunning what the industry can supply.