2026.6.13内资闭门会议-英特尔、三星抢先布局! 玻璃基板到底牛在哪?
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bilibili财经会议
2026.6.13内资闭门会议-英特尔、三星抢先布局! 玻璃基板到底牛在哪?
AI算力爆发推动高频高速信号传输载体迭代，玻璃基板凭借超低介电损耗与优异物理稳定性成为先进封装必然趋势。 当前核心工艺良率约50%-60%，TGV激光诱导刻蚀与孔内金属化镀铜是良率爬坡的关键卡点。传统载板厂面临技术代差出清风险，工艺需向类半导体Fab ...
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