Glass substrate chips, a new opportunity for China's chip industry
In this information age, chips are undoubtedly the cornerstone of supporting the development of modern science and technology. Recently, an emerging "glass substrate chip" technology has begun to emerge in China, which has attracted widespread attention from inside and outside the industry. Compared with traditional organic substrates, glass substrates have unique advantages and are expected to bring new opportunities to China's chip industry.
Glass-based chips are superior in heat dissipation. Due to the better thermal and mechanical stability of glass materials, it is able to deal with heat dissipation problems of high-performance chips more efficiently. This is undoubtedly a major advantage for chips that pursue extreme computing power.
Glass substrates enable denser wiring and interconnects, which improves the overall performance of the chip. According to Intel's estimates, glass substrates can hold 50% more die than organic substrates, and performance will naturally be greatly improved.
The glass substrate is expected to enable a very large 24x24cm system-in-package that can accommodate dozens of small chips. This will undoubtedly greatly improve the integration and function of the chip, and bring infinite possibilities for the development of smart devices in the future.
While glass substrates are currently more expensive to produce and encapsulate, they are expected to be more affordable than organic substrates in the long run. Once the technology matures and large-scale production is realized, the cost will be greatly reduced.
Chinese companies seize the commanding heights of glass substrate chips
The rise of glass substrate chip technology has brought rare opportunities to China's chip industry. A number of domestic technology giants have been actively deployed, hoping to make breakthroughs in this emerging field.
Huawei HiSilicon is the most active. As a leading chip design company in China, HiSilicon has been exploring the application prospects of glass-based chips. It is understood that they have successfully developed a 5G baseband chip based on glass substrates, and plan to use it on a large scale in future products.
Alibaba is also among the R&D teams for glass substrate chips. As a leader in the field of cloud computing and big data, Alibaba has a strong demand for high-performance chips. Glass-based chips can undoubtedly bring strong computing power support to their data centers.
In addition to leading companies, some companies focusing on chip packaging are also actively investing. For example, Tongfu Microelectronics, Huatian Technology, etc., are all laying out glass substrate chip packaging technology, hoping to seize a place in this trillion-level market.
Industry insiders said that the rise of glass substrate chip technology has brought unexpected opportunities to China's chip industry. For a long time, Continental has been stuck by foreign companies in the field of advanced packaging. The glass substrate may be able to help domestic chips achieve breakthroughs and get rid of the passive situation.
Glass substrate chips, the spring of China's chip industry is coming?
Glass-based chip technology has brought new opportunities to China's chip industry. It can not only significantly improve the performance and integration of chips, but also is expected to help domestic enterprises achieve breakthroughs in the field of packaging and build an independent and controllable chip ecosystem.
For China's chip industry, which has been stuck for a long time, this is undoubtedly a booster. In the past, we were controlled by others in chip design, manufacturing, packaging and other links, and our independent development capabilities were relatively weak. The rise of glass substrate chips may be able to reverse this passive situation.
In the future, domestic enterprises will increase investment in this field. Whether it is a chip design giant or a packaging manufacturer, they will strive to master the key technology of glass substrate chips and take a share of this trillion-level market.
The combination of glass substrate chip technology and domestic instruction set RISC-V will also produce a chemical reaction. Once the two fit perfectly, it is expected to create a truly independent and controllable chip ecology and completely reverse the dilemma of being stuck.
All these developments have brought a lot of shock to foreign enterprises. For a long time, they have occupied the commanding heights of the chip industry with their technology monopoly. And now, China's breakthrough in the field of glass substrate chips will undoubtedly shake their dominance.