1. Background
Glass Substrate: The Next Generation Chip Substrate
Glass substrate, crafted from core glass material, is poised to redefine the chip substrate industry. This industry chain spans production, raw materials, equipment, technology, packaging, testing, and application segments, with production, raw materials, and equipment forming the upstream components.
Due to its distinctive physical and chemical properties, glass substrates are demonstrating significant potential in the realm of electronic component materials.
Industry Leaders Embrace Glass Substrates
In an effort to extend the boundaries of Moore's Law, major manufacturers such as Intel, Samsung, NVIDIA, and TSMC have ventured into the glass substrate industry. Intel pioneered the use of glass substrates for advanced packaging, furthering the progression of Moore's Law. Samsung envisions glass substrates as the future of chip packaging and has significantly ramped up its research and development efforts. NVIDIA's GB200 is expected to incorporate glass substrates and is gearing up for production. Meanwhile, TSMC has established a specialized team to delve into FOPLP technology and has made substantial investments in glass substrate research and development.
Innovative Technology: Through-Glass Via (TGV)
TGV interconnection technology, which originated in 2008, evolved from 2.5D/3D integrated TSV adapter board technology. Its primary aim is to address the challenges associated with silicon substrates, such as substrate loss, high material costs, and complex processing requirements. This technology has seen significant improvements in recent years. Various leading companies are now producing prototypes for diverse applications including sensors, CPUs, GPUs, AI, display panels, medical devices, and advanced semiconductor packaging.
Market Growth and Projections
The global IC packaging substrate market is rapidly expanding and is projected to reach US$31.54 billion by 2029. Glass substrates, as the latest innovation, are expected to achieve a market penetration rate of over 50% within the next five years. The global glass substrate market is anticipated to grow to US$11.3 billion by 2031. In China, the market for glass substrates continued to expand, reaching 33.3 billion yuan in 2023. Corning dominates the global market, accounting for 48% of it. Domestic manufacturers have significant cost advantages, and the localization of glass substrates has accelerated, presenting vast market opportunities. The corporate strategy surrounding TGV is set to intensify in the latter half of 2024.
Upcoming Event: Glass Substrate TGV Industry Chain Summit Forum
To further promote the development of this burgeoning industry, Aibang will host the Glass Substrate TGV Industry Chain Summit Forum in Suzhou from March 19th to 20th, 2025. This conference will assemble leading experts, scholars, and corporate representatives to explore future trends, technological innovations, and market opportunities within the glass substrate sector.
Organizers: Shenzhen Aibang Intelligent Manufacturing Information Co., Ltd.
Website: www.ab-sm.com
2. Agenda (TBD)
Agenda for March 19, 2024
Time | Topic | Speaker & Organization |
---|---|---|
08:45-09:00 | Opening Remarks | Jiang Yaogui, Founder, Aibang Intelligent Manufacturing |
09:00-09:30 | Glass Core Substrate: Next-Generation Advanced Packaging Technology | Prof. Huang Shuangwu, Technical Expert, Angel Meiwei Electronics (Xiamen) Co., Ltd. |
09:30-10:00 | Beyond TGV: LPKF Laser-Induced Deep Etching Technology | Wang Xianlong, Sales Director (Semiconductor & Display), LPKF China |
10:00-10:30 | Coffee Break | |
10:30-11:00 | Application of Multi-Physics Simulation Technology in Glass-Based Advanced Packaging | Ma Xiaobo, Deputy Director, Hunan Yuemo Advanced Semiconductor Co., Ltd. |
11:00-11:30 | Challenges and Solutions in TGV Metal Line Fabrication | Wei Bingyi, General Manager (Semiconductor SBU), Wogroup Hubei Tonggewei |
11:30-12:00 | Panel-Level Laser-Induced Etching & AOI | Shenzhen Guihua Intelligent Technology Co., Ltd. |
12:00-13:30 | Lunch | |
13:30-14:00 | TGV Hole-Filling Electroplating Solutions by Tiancheng Technology | Wang Yajun, Senior Technical Director, Shanghai Tiancheng/Guangdong Tiancheng Technology |
14:00-14:30 | Application of Honghu Auto-Focus Imaging System in TGV | Xiang Cai, Sales Director, Guangdong Huipu Optical Technology Co., Ltd. |
14:30-15:00 | SCHOTT Glass Solutions for Advanced Semiconductor Packaging | Zhang Yiliang, Senior Account Manager, SCHOTT Group |
15:00-15:30 | Glass-Based Circuit Etching Equipment | Lu Junfeng, Deputy General Manager, Guangzhou Julong PCB Equipment Co., Ltd. |
15:30-16:00 | Coffee Break | |
16:00-16:30 | EDA-Driven Design Acceleration for TGV Advanced Packaging | Dr. Huang Xiaobo, Technical Marketing Director, Xpeedic Technology |
16:30-17:00 | TGV Innovation & Applications: Surface Modification and Seed Layer Metallization | Lin Zhongxuan, Manager, UWin Nanotech (Taiwan) |
17:30-19:00 | Dinner Banquet |
Agenda for March 20, 2025
Time | Topic | Speaker & Organization |
---|---|---|
09:00-09:30 | Challenges and Solutions for High-Density Glass Panel-Level Packaging and Heterogeneous Integration | Zhang Kang, Chief Technology Officer, Chengdu Yicheng Technology Co., Ltd. |
09:30-10:00 | TGV 3.0 Technology for Next-Gen Advanced Packaging | Li Wenlei, R&D Director, Triassic Technology |
10:00-10:30 | Coffee Break | |
10:30-11:00 | Localization Breakthrough in Advanced Packaging Coating Equipment | Huang Gangyi, Deputy General Manager, Dymatic Coatings Group |
11:00-11:30 | From Round to Panel: Evatec’s Etching & Sputtering Solutions for FOPLP | Dr. Lu Yuan, Technical Marketing Director, Evatec China |
11:30-12:00 | Recent Advances and Future Trends in Glass Substrate Packaging | Wang Ligang, Chairman, Shenzhen Shanxin Integrated Semiconductor Co., Ltd. |
12:00-13:30 | Lunch | |
13:30-14:00 | Optical Metrology for TGV Packaging | Zhang Chaoqian, TGV Product Director, Beijing Electronic Metrology Equipment Co., Ltd. |
14:00-14:30 | Key Technologies and Applications of Glass-Based Packaging | Li Shan, General Manager, Hefei Zhongke Daojing Technology Co., Ltd. |
15:00-15:30 | Synthetic Quartz Materials for TGV Applications | Wang Jiahui, Product Manager, Changfei Quartz Technology (Wuhan) Co., Ltd. |
15:30-16:00 | 2–25 µm Fine Line Patterning Solutions | Chen Peile, Vice President, TechNex Technologies |
3.Feedback Channel:
The final agenda and list of speakers will be updated in the near future and on the day of the conference. If you are interested in participating as a speaker or exhibitor at the 2025 TGV Forum, or if you are interested in opportunities for sponsorship, advertising, article submissions, conducting interviews, or if you have leading technology or product solutions, please contact Rongrong via email at lirongrong@aibang.com, Additional contact number: +8618823755657, or add Rongrong on WeChat: aibang360040. You can also click the following link to view the latest information: https://www.ab-sm.com/a/63204.
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2025 Glass Substrate TGV Industry Chain Summit Forum
