LG Innotek Targets $5.94 Billion in Semiconductor and Physical AI Businesses

Sep 30, 2026
LG Innotek plans to expand its semiconductor substrate and physical AI businesses to $5.94 billion by 2030, supported by AI server components, autonomous driving sensors and robot camera modules.

LG Innotek plans to grow its semiconductor substrate and physical AI businesses to $5.94 billion by 2030, it said in a press release. The company expects these businesses to account for 25 percent of total revenue.

LG Innotek reported first half revenue of $8.22 billion and operating profit of $401.96 million. Revenue increased 24 percent from a year earlier, while operating profit rose 296 percent.

The company began high volume production of FC-BGA substrates for PC CPUs in the third quarter. It plans to enter the AI accelerator and AI server markets from 2027, while expanding its FC-CSP and RF-SiP substrate businesses.

Its robotics component business generated revenue for the first time in 2026. LG Innotek is producing camera modules for humanoid robot customers at its Paju factory and is developing autonomous driving and robotics sensing systems with Applied Intuition, Boston Dynamics and TDK.

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