Apple Begins Talks with Samsung on Supplying Glass Substrates for Semiconductors

This report is a translated version of a paid industry report from KIPOST, a Korean publication.

Samsung Electro-Mechanics has reportedly begun discussions with Apple regarding the supply of glass substrates for semiconductors. Although the talks appear to be in the early stages, the fact that Apple—known for its expertise in mobile chip design—is showing interest in large-area package solutions like glass substrates has drawn significant attention within the industry.

Apple is aiming to begin shipments of its custom AI server ASICs, developed in partnership with Broadcom, as early as next year.