英特尔，授权玻璃基板技术

Core Viewpoint - Intel is shifting its strategy by licensing its semiconductor glass substrate technology to other companies, moving away from prioritizing in-house production to relying more on external suppliers [1][2] Group 1: Intel's Strategic Shift - Intel has begun discussions with multiple glass substrate manufacturers and suppliers to grant usage rights under specific conditions, indicating a significant strategic change in its glass substrate business [1] - The company is unlikely to completely abandon glass substrates but is expected to pursue a licensing strategy that could pave the way for new collaborations [1][2] Group 2: Market Impact - Intel's new direction is anticipated to reshape the competitive landscape of the glass substrate market, allowing suppliers like Samsung Electro-Mechanics and Absolics to seize new opportunities [2] - The licensing of Intel's extensive patent portfolio is expected to accelerate the commercialization process of the glass substrate industry, enabling faster development for new entrants [2] Group 3: Industry Participants - Global companies are intensifying efforts to commercialize glass substrates, with Absolics planning to complete mass production readiness by the end of 2025, aiming to be the first to achieve commercialization [3] - Samsung is also moving forward, planning to adopt glass substrate interlayers in advanced semiconductors by 2028, with a trial production line already operational at its Sejong factory [3]