[Institution: Glass Substrates Expected to Enter Early Production Stage in 2028] The latest forecast from SEMI (Semiconductor Equipment and Materials International) indicates that initial production of glass substrates may begin around 2028, driven by growing demand for artificial intelligence and high-performance computing (HPC). According to the report, glass substrates are expected to enter early production stages around 2028 for specific high-performance applications before expanding to broader and more complex semiconductor packaging structures. The glass substrate market is projected to grow at a compound annual growth rate (CAGR) of 67.2% between 2028 and 2040.
