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Future AI chips could be built on glass

View original at technologyreview.com
MIT Technology Review - Ai Research Title: Future AI chips could be built on glass Date: 2026-03-13 09:00 Source: https://www.technologyreview.com/2026/03/13/1134230/future-ai-chips-could-be-built-on-glass/ <p>Human-made glass is thousands of years old…
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  • This is not the first attempt to adopt glass in semiconductor packaging, but this time the ecosystem is more solid and wider, and the need for glass-based technology is sharper

    60% confidence
  • Intel's R&D teams are reliably fabricating glass panels and producing test chip packages, a significant improvement from early testing days when hundreds of glass panels got cracked every couple of days

    60% confidence
  • Multiple large manufacturers including Samsung Electronics, Samsung Electro-Mechanics, and LG Innotek have significantly accelerated their research and pilot production efforts in glass packaging over the past year, suggesting the glass substrate ecosystem is evolving from a single early mover to a broader industrial race

    60% confidence
  • Glass substrates unlock the ability to keep scaling package footprints without hitting a mechanical wall

    60% confidence
  • Glass can be made 5,000 times smoother than organic substrates, eliminating defects that can arise as metal gets layered onto semiconductors

    60% confidence
  • Intel realized about a decade ago that there would be limitations with organic substrates

    60% confidence
  • The benefits of glass core substrates are undeniable and will drive the industry to make this happen sooner rather than later

    60% confidence
  • Glass holds enormous potential for the future of energy-efficient AI compute because a light-based system could move signals around with far less energy than power-hungry copper pathways

    60% confidence
  • Intel realized about a decade ago that there would be limitations with organic substrates

    60% confidence
  • Glass substrates unlock the ability to keep scaling package footprints without hitting a mechanical wall

    60% confidence
  • Multiple large manufacturers including Samsung Electronics, Samsung Electro-Mechanics, and LG Innotek have significantly accelerated their research and pilot production efforts in glass packaging over the past year

    60% confidence
  • As AI workloads surge and package sizes expand, the industry is confronting very real mechanical constraints that impact the trajectory of high-performance computing, with warpage being one of the most fundamental issues

    60% confidence
  • The semiconductor market for glass could grow from $1 billion in 2025 to as much as $4.4 billion by 2036

    60% confidence
  • As AI workloads surge and package sizes expand, the industry is confronting very real mechanical constraints that impact the trajectory of high-performance computing, with warpage being one of the most fundamental issues

    60% confidence
  • Glass holds enormous potential for the future of energy-efficient AI compute because light-based systems could move signals with far less energy than power-hungry copper pathways

    60% confidence
  • Glass thermal stability could allow engineers to create 10 times more connections per millimeter than organic substrates

    60% confidence
  • Glass can be made 5,000 times smoother than organic substrates, which would eliminate defects that can arise as metal gets layered onto semiconductors

    60% confidence
  • This is not the first attempt to adopt glass in semiconductor packaging, but this time the ecosystem is more solid and wider and the need for glass-based technology is sharper

    60% confidence
  • The benefits of glass core substrates are undeniable and will drive the industry to make this happen sooner rather than later

    60% confidence
  • Absolics has led the way in commercializing glass substrates

    60% confidence
  • Glass thermal stability could allow engineers to create 10 times more connections per millimeter than organic substrates

    60% confidence
  • Absolics has led the way in commercializing glass substrates

    60% confidence
  • The semiconductor market for glass could grow from $1 billion in 2025 to as much as $4.4 billion by 2036

    60% confidence
  • In early testing days, hundreds of glass panels got cracked every couple of days at Intel

    60% confidence
  • Intel's designers can stuff 50% more silicon chips into the same package area with glass substrates, improving computational capability

    60% confidence
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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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