“As AI workloads surge and bundle sizes broaden, the trade is confronting very actual mechanical constraints that impression the trajectory of high-performance computing,” says Deepak Kulkarni, a senior fellow on the chip design firm Superior Micro Units (AMD). “One of the crucial elementary is warpage.”
That’s the place glass is available in. It might deal with the added warmth higher than current substrates, and it’ll let engineers maintain shrinking chip packages—which is able to make them quicker and extra power environment friendly. It “unlocks the flexibility to maintain scaling bundle footprints with out hitting a mechanical wall,” says Kulkarni.
Momentum is constructing behind the shift. Absolics has completed constructing a manufacturing unit within the US that’s devoted to producing glass substrates for superior chips and expects to start industrial manufacturing this 12 months. The US semiconductor producer Intel is working towards incorporating glass in its next-generation chip packages, and its analysis has spurred different corporations within the chip packaging provide chain to spend money on it as nicely. South Korean and Chinese language corporations are among the many early adopters. “Traditionally, this isn’t the primary try and undertake glass in semiconductor packaging,” says Bilal Hachemi, senior expertise and market analyst on the market analysis agency Yole Group. “However this time, the ecosystem is extra stable and wider; the necessity for glass-based [technology] is sharper.”
Fragile however mighty
Chip packaging has relied on natural substrates akin to fiberglass-reinforced epoxy for the reason that Nineties, says Rahul Manepalli, vice chairman of superior packaging at Intel. However electrochemical problems restrict how intently designers can place drilled holes to create copper-coated sign and energy connections between the chips and the remainder of the system. Chip designers should additionally account for the unpredictable shrinkage and distortion that natural substrates bear as chips warmth up and funky down. “We realized a few decade in the past that we’re going to have some limitations with natural substrates,” says Manepalli.

INTEL CORPORATION
Glass might assist overcome numerous these limitations. Its thermal stability may permit engineers to create 10 occasions extra connections per millimeter than natural substrates, says Manepalli. With denser connections, Intel’s designers can then stuff 50% extra silicon chips into the identical bundle space, bettering computational functionality. The denser connections additionally allow extra environment friendly routing for the copper wires that ship energy to the chip. And the truth that glass dissipates warmth extra effectively permits for chip designs that scale back general energy consumption.
“The advantages of glass core substrates are plain,” says Manepalli. “It is clear that the advantages will drive the trade to make this occur sooner moderately than later, and we need to be one of many first ones who do it.”