glass substrates

The glass substrates tag on WindowsForum.com covers the emerging technology of glass-based substrates for semiconductor packaging, particularly in AI hardware. Recent discussions focus on the race among South Korean manufacturers Samsung Electro-Mechanics, LG Innotek, and SKC to commercialize glass substrates for AI chip packages. SKC's Absolics plant in Georgia is highlighted as an aggressive bet, though volume production is unlikely before 2027 or 2028. The tag explores how glass substrates address limits in AI hardware below the chip level, and the risks of investors pricing in breakthroughs before factory-scale production is proven. Topics include manufacturing challenges, industry competition, and implications for AI chip performance.