Intel's Glass Substrate Bet Inches Closer to Reality as First Prototypes With Co-Packaged Optics Appear Ahead of 2030 Rollout
… The current substrates are also facing shortages due to the AI supercycle, leading one of the biggest substrate suppliers, Ajinomoto , to raise prices. These supply constraints are pushing the industry to look into new advanced packaging solutions, and that's where Glass substrates come in. …