The news that Samsung Electronics is entering the glass substrate business has ignited a rally in glass substrate stocks.
Shares of PIE, which is conducting a glass substrate inspection solution business, traded at 11,320 won on the Korea Securities Dealers Automated Quotations (KOSDAQ) market at 9:10 a.m. on the 17th, rising 20.43% (1,920 won) from the previous trading day.
At the same time, stocks associated with the glass substrate theme, such as Chemtronics, Philoptics, Hanbit Laser, Taesung, and GigaVis, are all showing strong gains. The expectation that Samsung Electronics will partner with domestic materials, parts, and equipment corporations for the glass substrate business is stimulating investor sentiment in these stocks.
Glass substrates use glass instead of organic materials such as existing plastics for semiconductor substrates, theoretically reducing the packaging thickness of chips to a maximum of one-fourth. In simpler terms, this can advance semiconductor miniaturization by about one to two generations.
Using glass substrates also significantly reduces the phenomenon of chip temperature rise causing pattern distortion. Glass substrates are also considered the most suitable technology for applying chiplet packaging, which is seen as a future technology.