Future AI chips could be built on glass
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Korean company will start producing glass substrates for AI chips at new Georgia factory.
AI Summary
South Korean company Absolics plans to start commercial production of glass substrates for AI chips this year at its new Georgia factory, which can produce up to 12,000 square meters of glass panels annually. Intel demonstrated in early 2025 that a functional device with a glass core substrate could successfully boot Windows, marking a breakthrough after years of development when hundreds of glass panels cracked every few days during early testing. The glass substrate market could grow from $1 billion in 2025 to $4.4 billion by 2036, with the technology enabling 10 times more connections per millimeter and 50% more silicon chips per package compared to current organic substrates.
What's Being Done
Absolics plans commercial production this year with capacity for 12,000 square meters annually.
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