SCHMID Group NV, a company listed under the ticker SHMD, has disclosed that it is currently in discussions with several major semiconductor manufacturers regarding the adoption of glass substrates. According to the report, the company is engaging in talks with Nvidia, Intel, and Advanced Micro Devices (AMD).
The filing notes that glass substrates are being considered as an alternative to traditional plastic substrates in the manufacturing of advanced electronic components. The report highlights that the use of glass is expected to provide performance benefits, specifically a boost in speed and a reduction in power consumption compared to plastic-based solutions.
The article also references a discussion between Nvidia Chief Executive Officer Jensen Huang and SK Hynix Chairman Chey Tae-won regarding the topic of glass substrates.