Group 1 - The article discusses the growing interest of Tesla and Apple in glass substrates for semiconductors, which are believed to enhance performance in AI and data centers [1][2] - Both companies recently met with manufacturers preparing glass substrate technology, indicating a potential collaboration, although no specific contracts have been established yet [1][2] - Glass substrates are seen as a key technology for improving data processing speed and significantly enhancing semiconductor and AI performance, which is why major companies like Intel, AMD, Samsung, Amazon (AWS), and Broadcom are pushing for their adoption [1] Group 2 - Tesla is focusing on high-performance semiconductors for its autonomous driving and humanoid robot initiatives, viewing glass substrates as crucial for the next generation of semiconductors [2] - There are predictions that Tesla's Full Self-Driving (FSD) chips may utilize glass substrates in the future [2] - Apple is reportedly interested in glass substrates to bolster its AI capabilities, especially in response to criticisms regarding its AI strategies [2] - Apple is collaborating with Broadcom to develop custom chips (ASICs), which may potentially incorporate glass substrates, as Broadcom is actively promoting their adoption [2]