Also allocated some, believe it will hit a new high. 4.28 earnings report
Is Corning just consumer glass? It's actually the core substrate for next-generation packaging.
LMCT + APC bridges the last mile for mass production of TGV (Through Glass Via).
We keep talking about the explosion of AI computing power, HBM stacking, Chiplet architecture, and 2.5D/3D integration, but rarely ask the follow-up question: as package sizes get larger, chiplets increase, and current demands rise, how long can the substrate hold up?
AI hardware is approaching the limits of packaging, and the underlying manufacturing logic is changing.
Glass substrates are becoming a key carrier for advanced packaging, and scalable, controllable TGV (Through Glass Via) etching technology is the core breakthrough for glass substrates to truly enable high-density 3D packaging.
Still focusing on the optical interconnect supply chain 🤣 Still believing in light 🥹
A friend asked yesterday if Corning is just ordinary, so here's a quick response.
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