巨头入局玻璃基板

Core Insights - Tesla and Apple are exploring the introduction of semiconductor glass substrates driven by the increasing demand for artificial intelligence (AI), which is expected to enhance semiconductor and data center performance [2][3] - Both companies have met with a manufacturer preparing glass substrates to discuss potential collaboration, although no specific contracts or technical agreements have been reached yet [2] - The glass substrate technology is gaining attention due to its lower warpage compared to traditional plastics and its ease of microcircuit implementation, making it a candidate for next-generation semiconductor substrates [2] Group 1 - Tesla is advancing its electric vehicle autonomous driving and humanoid robot commercialization, viewing high-performance semiconductors as crucial for autonomous decision-making and mobility [3] - There is speculation that glass substrates may be incorporated into Tesla's Full Self-Driving (FSD) chip [3] - Apple is also exploring glass substrates for AI technology, aiming to enhance its AI services centered around the iPhone [3] Group 2 - Apple is collaborating with Broadcom to develop Application-Specific Integrated Circuits (ASICs), with Broadcom actively promoting the application of semiconductor glass substrates [3] - Broadcom has tested prototypes of glass substrates, and the potential use of this technology in Apple's ASICs remains to be seen [3] - The glass substrate market is expected to expand as Broadcom develops ASIC semiconductor chips for several large tech companies [3]