The development of glass-core substrates for advanced chip packaging is facing significant delays, with initial timelines for mass production now pushed back by several years. Companies like Intel, Absolics, and Samsung Electro-Mechanics are encountering manufacturing challenges, including issues with drilling, dicing, and maintaining flatness across large panels. While the technical advantages of glass substrates, such as higher interconnect density and reduced warpage, are recognized, commercialization is now anticipated around 2027-2030, a considerable slip from earlier projections. AI
IMPACT Delays in advanced packaging materials like glass substrates could impact the pace of future AI hardware development.
RANK_REASON The article discusses manufacturing challenges and delays for a specific type of chip packaging material, which is an incremental development rather than a frontier release.
- Absolics
- AMD
- DigiTimes
- DONGWOO FINE-CHEM CO., LTD.
- Georgia Tech
- Intel
- MIT Technology Review
- Rahul Manepalli
- Samsung Electro-Mechanics
- SK Group
- Sumitomo Chemical
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