Intel Launches First Commercial CPU with Glass Core Substrate Amid Industry Advancements

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RobotToday Industry Briefing

On June 1, 2026, Intel officially shipped its Xeon 6+ processor, featuring 288 cores and utilizing the innovative Glass Core substrate, marking it as the first commercial product globally to adopt this technology. This development is significant as it addresses critical challenges in advanced packaging, such as improving data channel efficiency between computing chips and high-bandwidth memory (HBM). The shift to glass substrates is seen as a pivotal move in the industry, with major players like TSMC and AMD also advancing their glass substrate initiatives.

The importance of glass substrates lies in their ability to overcome limitations of silicon intermediary layers, including size constraints and thermal expansion issues. Glass substrates can be produced in larger sizes, enhancing material utilization and reducing costs significantly. As the industry moves towards mass production, companies like BOE and Wog Technology are making strides in glass substrate production and TGV processing capabilities, indicating a robust domestic supply chain development in China.

Looking ahead, the commercialization timeline for glass substrates is projected between 2027 and 2028, with ongoing improvements in yield rates and cost efficiency being crucial for widespread adoption. The industry's focus is shifting from feasibility to optimizing performance and affordability, with the potential for glass substrates to revolutionize packaging technologies in the coming years.

Original report

288核CPU已经用上玻璃载板,国产产业链走到哪一步了?

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