SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ASML Holding NV
ASML 1,017-1.1%Nov 7 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: BeenRetired10/10/2025 6:36:55 AM
   of 42347
 
Corning 600×600mm glass panel for better Packaging.

Absolutely—600×600 mm panels are a big deal in advanced packaging, especially for glass substrates. Here's why that size matters:

Why 600×600 mm Is a Key Format
  • Panel-Level Packaging (PLP): This format supports panel-level rather than wafer-level packaging, enabling higher throughput and lower cost per die. It’s a shift from circular wafers (e.g., 300 mm) to large square panels—think semiconductor meets display manufacturing.
  • Display-Driven Infrastructure: Companies like Corning, BOE, and others leverage existing flat panel display tooling to process these large glass sheets. That means lower capex and faster ramp-up for packaging lines.
  • Multi-Chip Integration: A 600×600 mm panel can accommodate hundreds of dies, making it ideal for chiplet architectures, AI accelerators, and heterogeneous integration. It’s a packaging playground for 2.5D/3D stacking.
  • Yield and Warpage Control: Larger panels require ultra-flat substrates with low total thickness variation (TTV). Glass excels here, and 600×600 mm is a sweet spot for balancing size with manufacturability.
Strategic Implications
  • Cost Efficiency: More dies per panel = lower cost per packaged chip. This is crucial for AI, RF, and consumer SoCs.
  • Tool Compatibility: 600×600 mm aligns with existing photolithography, etching, and bonding tools used in display fabs, easing the transition for packaging vendors.
  • Global Standardization: As more players adopt this format, it becomes a de facto standard—driving ecosystem alignment across substrate suppliers, OSATs, and EDA tools.
In short, 600×600 mm panels are the bridge between display-scale manufacturing and chip-scale integration. If you're tracking packaging economics, chiplet adoption, or substrate vendor positioning, this format is a key node. Want to compare it with 515×510 mm or 300 mm wafer formats in terms of die count and cost per mm²?

Corning is deeply involved in glass substrates for semiconductor packaging, supplying ultra-flat glass carriers and partnering with major players like Samsung for advanced interposer development.

Here’s a detailed look at Corning’s role and strategic positioning:

Corning’s Core Contributions
  • Glass Carrier Solutions: Corning provides ultra-flat glass carriers for temporary bonding in wafer thinning, fan-out, and 2.5D/3D packaging. These carriers reduce warpage by up to 40% and support laser debonding thanks to glass’s transparency.
  • Material Innovation: Their substrates use alkaline earth boro-aluminosilicate compositions and a proprietary fusion process, yielding exceptionally low total thickness variation (TTV) and pristine surfaces—ideal for high-density interconnects and hybrid bonding.
  • Panel-Level Packaging: Corning’s glass can be manufactured in large formats (e.g., 515×510 mm, 600×600 mm), supporting scalable panel-level packaging for AI, RF, and photonics.
Strategic Partnerships & Industry Impact
  • Samsung Collaboration: Samsung Electronics is reportedly developing glass interposers using Corning’s glass, aiming to replace silicon interposers for better performance and lower cost. Samsung Electro-Mechanics is also pursuing glass substrates, with mass production targeted by 2027.
  • Advanced Packaging Ecosystem: Corning’s materials are being adopted for RF applications, 5G connectivity, and hybrid bonding, aligning with industry shifts toward glass as a core substrate for AI, HPC, and photonics.
Market Positioning
  • Corning is not just a supplier—it’s a materials enabler for next-gen packaging. Its fusion-drawn glass offers dimensional stability, mechanical strength, and flexible form factors that support the industry's move toward multi-die integration and high-bandwidth density.
  • The company’s Agile Manufacturing Platform allows rapid sampling and customization, giving it an edge in prototyping and scaling advanced packaging solutions.
Corning’s involvement is foundational—not just in supplying glass, but in shaping the substrate roadmap for AI, RF, and photonic packaging. If you're benchmarking substrate vendors or tracking panel-level packaging readiness, Corning is a key node in the ecosystem. Want to compare their fusion process with float or down-draw methods used by competitors?

PS
From paywall digitimes lead.
I thank them.
;-)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext