韩国芯片设备厂，焦虑了

Core Viewpoint - Concerns are rising that South Korean equipment manufacturers entering the glass substrate market may face a long-term shortage of orders due to Intel's recent decision to halt research and development in this area, which could delay the commercialization of glass substrates, a key component for next-generation AI semiconductors [2][3] Group 1: Intel's Decision and Market Impact - Intel has recently suspended its glass substrate R&D as part of an internal reorganization and cost-cutting strategy, focusing on core businesses like CPUs and foundry services [2] - The company reported a loss of $18.8 billion (approximately 26.29 trillion KRW) last year, marking its first annual loss since 1986, prompting significant restructuring efforts [2] - Glass substrates are seen as crucial for high-performance AI semiconductors due to their superior heat resistance, reduced warping, and approximately 40% faster data processing speed compared to existing plastic substrates [2] Group 2: South Korean Equipment Manufacturers - Over 20 South Korean equipment companies are actively entering the glass substrate market, believing they can remain competitive due to similarities in technology with existing equipment [3] - However, uncertainties are increasing, with some companies indicating that U.S. tariff policies are hindering their capacity to pursue new business opportunities, potentially delaying orders for glass substrate equipment in the latter half of the year [3] - The financial burden of investing in glass substrate business is concerning for small and medium-sized materials, components, and equipment companies, as evidenced by the losses reported by Korea's National Semiconductor Company, which recorded an operating loss of 38 billion KRW (approximately $27.14 million) in the first half of this year [3]