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on July 8th

South Korean company SKC's US factory has been completed and is about to begin glass substrate production

SKC, a semiconductor materials giant under SK Group in South Korea, recently announced that its US subsidiary Absolics has completed a factory in Georgia with an investment of approximately $222 million and is starting mass production of glass substrate prototypes. Industry analysis indicates that this marks a critical moment for the global glass substrate market.

At present, global glass substrate production companies include Intel, SKC, Samsung Electric, and LG Innotek. Compared with traditional resin composite substrates, glass substrates are less prone to deformation, have higher flatness, higher interconnection density, and can improve energy efficiency. In the context of increasing the area of high-performance computing chips, glass substrates can meet the needs of future advanced chips, and are therefore favored by giants. Research firm The Insight Partners predicts that although glass substrate technology is still in its early stages, the global market size is expected to grow from $23 million this year to $4.2 billion by 2034.

SKC glass substrate prototype demonstration

Intel was one of the earliest manufacturers to announce its entry into glass substrates. It had previously stated plans to launch a solution in 2026 and apply it in 2028, and has invested approximately $1 billion to establish a glass substrate research and development line and supply chain at its factory in Arizona, USA. AMD is also accelerating its pace in this field, planning to launch glass substrates from 2025 to 2026 and collaborate with global component companies to maintain a leading position. In addition, Samsung Electric will complete prototype trial production in 2025 and plans to start mass production in 2026. Meanwhile, LG Innotek is building a team this year to prepare for entering the market.
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