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Intel Foundry Services is leading the global development of glass substrate technology, with its Rio Rancho plant in New Mexico poised to become the world's first large-scale production base for glass substrates. Glass core substrate technology has garnered significant attention in the semiconductor industry due to its multiple advantages over traditional organic substrates. Currently, influenced by the AI supercycle, the substrate market is experiencing supply shortages, prompting one of the world's largest substrate suppliers, Ajinomoto, to announce price hikes. These supply chain pressures have spurred the industry to accelerate the exploration of advanced packaging solutions, thereby driving the development of glass substrate technology.
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