Drol Hewhay
Drol Hewhay
•已編輯
三星电机正在恢复对玻璃基板供应链的采购订单,三星美国领导岗位(如刚哥)从技术转销售;台积电玻璃芯基封装从Cowos转向Copos,芯片上玻璃基板成测试关键;skc工程师和销售岗位加大;博通,Marvell玻璃芯片验证加速。只有AMD得不到任何传闻消息。 当前,玻璃基板技术路线正在发生深刻变化。其中玻璃芯基板取代有机基板路线,这类载板用于大算力GPU/Chiplet异构封装,是2026年头部企业玻璃芯基板的研发标准。iTGV预测第一代搭载玻璃芯基板的AI芯片将于2028年上市,最主要的头部企业包括英伟达、三星、英特尔、博通、Marvell、华为。 1)玻璃芯+ ABF面向AI算力芯片的UHD超高密度基板,在玻璃芯基板上的PP+ABF堆叠层数从22层提升到30层,取代ABF的低 CTE的材料出现,用于玻璃芯上下10层堆叠。基于此路线,2026年玻璃芯基板的尺寸从120mm x 120mm(英特尔)增加到 140mm x 160mm(台积电),150mm x 150mm(三星)。远超英伟达 CoWoS-L封装的Rubin 100mm x 100mm有机基板尺寸。 2)TGV通孔直径范围30-50μm,深宽比 10:1~20:1~30:1,通孔采用铜完全填充方案。在积层内埋元件,铜柱增粗、键合增密,封装成品芯片加厚。支持芯片嵌入式封装设计,进一步缩短互连路径。线宽/间距小于 2μm/2μm以下。依靠mSAP半加成工艺实现高密度布线。逼近200nm 超细BGA扇出+POFV填孔工艺+高速低损耗材料。
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The iTGV2027 International Glass Through-Hole Technology Innovation and Application Forum will be held in Wuxi(Wuxi International Conference Center), China from May 12-14, 2027. The forum will feature one main forum, nine sub-forums: InternationalGlass Through-Hole Technology Innovation and Application Forum (iTGV2027):iTGV2027 focuses on high-speed interconnection verification of advanced chips, panel-level glass interposers/glass bridges, packaging substrates and CPB. Adopting FLP/CoPoS panel-level packaging technologies, it will conduct large-scale, systematic and ecosystem-wide verification to tackle substrate warpage issues ahead of glass substrate mass production. 2. GCP Glass Circuit Board Technology Summit: centers on the innovative stacked glass PCB architecture and its reliable, stable mass-production process chain. It fundamentally addresses the longstanding large-area warpage issue of organic substrates and ushers in a new era of panel-level packaging based on next-generation glass substrates for large AI chips. 3. Glass-IP (Glass Interposer )Technology Summit:Glass-IP is a panel-level glass interposer, featuring a UTG-glass-based 2.5D packaging structure for high-density interconnection among advanced chips. Designed to replace traditional silicon interposers, it addresses warpage, heat dissipation and signal transmission issues in large-form-factor chip packaging. The Glass-IP Technology Summit will discuss engineering samples of glass interposers sized 310mm×310mm, 510mm×515mm and 600mm×3600mm.