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Digitimes October 15, 2026 By Lily Hess neutral

SEMI sees glass substrates entering market by 2028

AI / LLMSemiconductorsData Center
The rapid expansion of AI and data center chip package sizes is accelerating the adoption of glass substrates, with SEMI's Beth Keser now forecasting market entry around 2028, two years earlier than she previously expected. Beth Keser, SEMI's vice president of technology coalitions, said package dimensions are growing too quickly for the industry to wait until around 2030, her earlier forecast.
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