Korea's hidden AI race is made of glass

AI핵심 요약

• ·Samsung, LG and SK see glass substrates as next upgrade in AI chip packaging, but mass production remains elusive A glass substrate for semiconductor packaging produced by SKC subsidiary Absolics (SKC) LG Innotek CEO Moon Hyuk-soo recently offered a neat summary of Korea’s next AI hardware bet.
• ·Glass substrates, he said, have largely finished development.
• ·But “a few homework problems” remain before anyone can mass-produce them.
• ·Solutions to those problems are now worth billions of dollars.
• ·Korea’s most surprising AI trade this year was not a chip.