NVIDIA increases its bet on glass substrates.

It is reported that NVIDIA is evaluating the adoption of glass substrate solutions and is collaborating with companies such as German equipment manufacturer SCHMID. According to another report by South Korean tech media KIPOST, NVIDIA hopes that substrate manufacturers in South Korea, Japan, and China's Taiwan region can complete glass substrate development within two years, with commercialization potentially arriving as early as 2028. SCHMID disclosed at its first-half earnings briefing that the company is working with key suppliers within the respective supply chains of Intel, NVIDIA, and AMD to jointly develop glass substrate equipment. SCHMID Chief Strategy Officer Roland Rettenmeier said that technical difficulties remain in the metallization step for through-glass vias, and customer certification has not yet been completed.