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Glass Substrates | backplane

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Glass Substrates

MediumActive

Glass 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

3/5

This constraint is notable but manageable with current mitigation efforts.

Affected Segments

Materials & Substrates

Packaging & Test

Current Status

Active

This bottleneck is currently constraining supply.