Glass Substrates
MediumActiveGlass substrates are emerging as replacements for organic substrates in advanced packaging. Required for next-gen chiplets and high-density interconnects. Production capacity is extremely limited with Intel, Samsung, and substrate makers racing to scale.
Source Companies(control or create this constraint)
Affected Companies(impacted by this constraint)
Severity Assessment
Medium
3/5This constraint is notable but manageable with current mitigation efforts.