Simmtech (222800 KQ) is spending KRW274.2 billion to expand the SOCAMM boards and package substrates used in $NVDA’s Vera CPU systems. SOCAMM pairs LPDDR5X memory with Vera in Rubin systems, separate from the HBM attached to the GPUs. Each module uses four LPDDR5X packages, a module PCB and MCP substrates. About KRW150 billion will go toward a dedicated SOCAMM module PCB plant. Annual capacity is set to rise from KRW300 billion to KRW500 billion on a sales basis, with production starting in stages in 2028. Another KRW120 billion will expand LPDDR5X MCP substrates and high-layer mSAP boards. Simmtech expects KRW230 billion in SOCAMM-related revenue this year: KRW150 billion from module PCBs and KRW80 billion from MCP substrates.