韩国巨头，竞逐玻璃基板

Core Viewpoint - The rise of glass semiconductor substrates is driven by the increasing demand for high-performance AI chips, with major semiconductor companies exploring their application to enhance chip integration density [2][4]. Group 1: Market Trends and Predictions - The semiconductor glass substrate market is expected to reach $8.4 billion (approximately 11.6 trillion KRW) by 2028, growing about 18% from $7.1 billion (approximately 9.8 trillion KRW) in 2023 [3]. - AI chips utilizing glass substrates are predicted to enter the commercialization phase by 2028 [2]. Group 2: Technological Advantages - Glass substrates can expand the dimensions of semiconductor packaging from the traditional 100mm to 240mm, offering higher strength and elasticity compared to organic materials [5]. - The superior surface flatness and lower thermal expansion coefficient of glass materials make them more suitable for high-performance chips, especially in environments with temperature fluctuations [5][6]. Group 3: Industry Players and Developments - SKC, Samsung Electro-Mechanics, and LG Innotek are actively advancing their glass substrate production capabilities, with SKC leading in technology and commercialization efforts [2][7]. - SKC's joint venture, Absolics, has established the world's first glass substrate production line in Georgia, USA, and plans to achieve mass production by next year [7]. - Samsung Electro-Mechanics is collaborating with Sumitomo Chemical to produce core glass materials and aims for mass production by 2027 [8]. - LG Innotek is focusing on core technology development under the leadership of its CTO, with plans to transition to mass production once customer demand is clarified [9].