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glass substrates
18 atoms · 跨 8 天 · 首见 2026-05-01 · 最近 2026-06-20
三色: 🟦 fact 12 · 🟥 take 6 · stance ▲5/▼2/◆11
来源: X 18
时态: fresh:16 · aging:2
标签: 好观点:8 · 好数字:7 · 好信源:3 · 好思考:2
叙事 (narrative) (3)
- 2026-06-13 · 重要性
Engrave this supply chain in your brain if you want to outperform in 2027. As an investor, it’s your duty to learn about glass substrates and PLP
tags: 好观点·好思考 · → daily
- 2026-05-01
[老化中] · AI investment bottleneck
If you’re an investor interested in AI bottlenecks, you want exposure to glass substrates
tags: 好观点 · → daily
- 2026-05-01
[老化中] · revolution in advanced packaging
This is the next revolution in advanced packaging
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-05-10 · commercialization timeline
유리기판 상용화는 2028년 즈음이라고 머니토피아님이 언급하신거 같았는데
tags: 好信源·好观点 · → daily
value: date=2028
- 2026-06-20 · utility could rise with SPHBM4 adoption
As SPHBM4 adoption widens, the utility of glass substrates could rise in tandem with demand for large packages
tags: 好观点 · → daily
- 2026-05-22 · 需求增长
Glass substrates are coming strong and may be pioneered in Feynman
tags: 好观点 · → daily
value: direction=up
事实 (fact) (12)
- 2026-06-20 · not yet reached commercialization
Glass substrates have yet to reach commercialization
tags: 好信源 · → daily
- 2026-06-20 · mass production processes and cost competitiveness remain a challenge
securing mass production processes and cost competitiveness remains a challenge
tags: 好信源 · → daily
- 2026-06-15 · COP改善16%
glass substrates can improve the package-warpage indicator COP by 16%
tags: 好数字 · → daily
value: qty=16%
- 2026-06-15 · 有效CTE降低19%
lower the effective coefficient of thermal expansion by 19%
tags: 好数字 · → daily
value: qty=19%
- 2026-06-15 · 有效模量提高31%
raise the effective modulus by 31%
tags: 好数字 · → daily
value: qty=31%
- 2026-06-15 · 电阻降低27%
resistance fell by 27%
tags: 好数字 · → daily
value: qty=27%
- 2026-06-15 · 电感降低42%
inductance by 42%
tags: 好数字 · → daily
value: qty=42%
- 2026-06-15 · 测试样品规格
The test sample featured a 0.8mm glass core substrate, a package spec of 5x reticle CoW, and an overall package size of 85×110mm
tags: 好数字 · → daily
value: qty=85×110mm
- 2026-06-15 · 测试未发生严重翘曲或分层
No SeWaRe & Delamination
tags: 好数字 · → daily
- 2026-06-14 · commercialization stage
Glass substrates are now moving into customer qualification, reliability testing, and early commercialization preparation.
tags: 好思考 · → daily
- 2026-06-15 · 不会淘汰硅晶圆
glass substrates don't eliminate silicon wafers
tags: 好观点 · → daily
- 2026-06-10 · enters advanced packaging in two distinct layers
Glass enters advanced packaging in two distinct layers: on the interposer layer that connects die to die, and the substrate layer that supports the entire package.
tags: 好观点 · → daily
value: date=not specified
时间轴 (近 20)
- 2026-06-20 ·
fact · not yet reached commercialization · → daily
- 2026-06-20 ·
fact · mass production processes and cost competitiveness remain a · → daily
- 2026-06-20 ·
forecast · utility could rise with SPHBM4 adoption · → daily
- 2026-06-15 ·
fact · 不会淘汰硅晶圆 · → daily
- 2026-06-15 ·
fact · COP改善16% · → daily
- 2026-06-15 ·
fact · 有效CTE降低19% · → daily
- 2026-06-15 ·
fact · 有效模量提高31% · → daily
- 2026-06-15 ·
fact · 电阻降低27% · → daily
- 2026-06-15 ·
fact · 电感降低42% · → daily
- 2026-06-15 ·
fact · 测试样品规格 · → daily
- 2026-06-15 ·
fact · 测试未发生严重翘曲或分层 · → daily
- 2026-06-14 ·
fact · commercialization stage · → daily
- 2026-06-13 ·
narrative · 重要性 · → daily
- 2026-06-10 ·
fact · enters advanced packaging in two distinct layers · → daily
- 2026-05-22 ·
forecast · 需求增长 · → daily
- 2026-05-10 ·
forecast · commercialization timeline · → daily
- 2026-05-01 ·
narrative · AI investment bottleneck · → daily
- 2026-05-01 ·
narrative · revolution in advanced packaging · → daily
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