Glass substrates, TGV set to reshape 2027 advanced packaging race
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As AI chip package sizes continue to expand, advanced packaging is moving up the technology ladder. Glass substrate and through-glass via (TGV) technologies have become a new competitive focus for supply chains in the US, Japan, South Korea, Taiwan, and China. Players are now positioning themselves around four key steps — glass materials, via drilling, via metallization, and multilayer substrate lamination — to capture opportunities for 2027 and 2028.
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