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TSMC and Intel Race to Replace Organic Substrates With Glass & Panel-Level Packaging, as a $650M Market Expected To Balloon Past $8 Billion by 2030

23 June 2026 at 17:15

TSMC Preps To Ramp Up Glass Substrate For NVIDIA In Race Against Intel & Samsung, First Chips To Drop By 2025-2026 1

Panel-Level Packaging (FOPLP) and Glass Substrates are going to drive the next chapter in advanced packaging, with the market exceeding $8 Billion by 2030. The AI & HPC Segments Want To Move Beyond Organic Substrates & Wafer Packages To Meet Their Growing Compute Needs, & That's Where Panel-level Packaging & Glass Substrates Come In TSMC & Intel are the two major semiconductor firms that are accelerating next-gen glass core substrates for panel-level packages. These two technologies go hand in hand in powering the next generation of semiconductors and come with major advantages over traditional organic substrates and wafer-level packages. The [โ€ฆ]

Read full article at https://wccftech.com/tsmc-intel-race-to-replace-organic-substrates-with-glass-panel-level-packaging-8-billion-market-by-2030/

TSMC Accelerates CoPoS Packaging to Replace CoWoS, as Glass Core Substrates Cut Costs 30% and Boost Wafer Utilization Past 90%

20 June 2026 at 17:40

Samsung To Initiate Pilot Production Of Glass Substrates Semiconductor This Year

TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage. Panel-Level Packaging Is The Next Logical Step for TSMC As It Eyes CoPoS "Glass Core Substrate" Technology Over CoWoS The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward. In a recent report by Commercial Times Taiwan, it is reported that TSMC is now aggressively moving towards CoPoS (Chip-On-Panel-on-Substrate) as a replacement to [โ€ฆ]

Read full article at https://wccftech.com/tsmc-accelerates-copos-packaging-replace-cowos-as-glass-core-substrates-cut-costs-boost-wafer-utilizatio/

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