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AMD Ready to Adopt Glass Substrates for High Performance Chips between 2025 and 2026

Key Points:
- AMD plans to adopt glass substrates for its high-performance chips from 2025 to 2026.
- Glass substrates offer significant advantages over traditional organic substrates, such as greater flatness and thermal and mechanical stability.
- Intel and other large companies such as Samsung and SKC are investing heavily in this technology.
- The market for glass substrates is expected to grow significantly in the coming years, from $23 million in 2024 to $4.2 billion by 2034.

According to recent rumors reported by Business Korea, AMD is accelerating its efforts to adopt glass substrates for its high-performance solutions, with a target set between 2025 and 2026. This move aims to maintain a competitive edge in the increasingly demanding semiconductor market by working with global partners to develop and implement this new technology.

Glass substrates offer significant advantages over traditional organic substrates. Prominent among these are ultra-low flatness and improved thermal and mechanical stability, which enable higher interconnect density. Intel, one of the pioneers in this field, stated that glass substrates can increase interconnect density by 10 times compared to organic substrates.

In addition, SKC, a subsidiary of the South Korean SK Group, recently completed construction of a factory in Georgia, USA, to produce prototype glass substrates, with an investment of $222 million. Samsung is also preparing for large-scale production, with startup plans for 2026.

The technology proves particularly suitable for demanding workloads such as artificial intelligence and high-performance computing, due to the ability of glass substrates to withstand high temperatures and reduce pattern distortion by 50 percent compared to traditional substrates.

The market for glass substrates is still in its infancy, but is projected to grow exponentially from $23 million in 2024 to $4.2 billion by 2034, according to research by The Insight Partners.

Although this technology will not be available in the near term for consumer processors, it is expected that by 2030 glass substrates will begin to find application in the server industry, where complex designs and high interconnect densities are crucial.

In conclusion, the transition to glass substrates represents one of the most promising innovations in the semiconductor industry, with potential significant performance and reliability benefits for future chips.