三星或将进军玻璃中介层

Group 1 - Samsung Display has indicated the possibility of entering the "glass interlayer" market, which is considered a cutting-edge semiconductor material [1] - The glass interlayer is used in 2.5D packaging technology, enhancing chip performance by inserting a thin film interlayer between the chip and substrate [1] - Glass interlayers provide a smoother surface than traditional silicon materials, enabling finer circuits and offering superior high-temperature durability and energy efficiency [1] Group 2 - The demand for glass interlayers is expected to increase, particularly for high-performance chips such as AI accelerators [1] - Samsung Display has accumulated technical expertise related to glass substrates, and its affiliates, Samsung Electronics and Samsung Electro-Mechanics, are also involved in semiconductor packaging, which may create synergies within the group [1] - The business outlook for this year is uncertain due to rapid price increases in storage semiconductors affecting market demand and the recent outbreak of the US-Iran war, which is expected to lead to increased raw material supply and logistics costs [1][2] Group 3 - The CEO highlighted that the prolonged war will significantly impact the display industry, which heavily relies on petroleum-based materials, necessitating a restructuring of cost and collaboration with partners to enhance competitiveness [2] - The 8.6 generation IT OLED production is expected to commence smoothly, which is crucial for the revival of the IT market [2] - The association emphasized the importance of preventing technology leaks in the domestic display industry, noting that a single leak could have devastating effects [2]