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[News] Korea Challenges Intel on Glass Substrate Standards as Absolics, Samsung Accelerate Commercialization

What happened

Korean firms Absolics and Samsung are accelerating glass substrate commercialization to challenge Intel's potential standard-setting dominance. Absolics is building a mass-production facility in Georgia, while Samsung is developing integrated chip-on-glass solutions. Watch: This long-term R&D competition for next-gen packaging standards has no immediate trading impact.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Glass Substrate
IntelAbsolics (SKC)Samsung ElectronicsSamsung Electro-MechanicsCorning
packagingadvanced-packagingstandards-competition

Source and time

Source: TrendForce · 4/14/2026 · View original source

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