https://gridtochip.site/parts/materials-and-upstream-inputs/specialty-glass-and-glass-fiber-optical-fiber-t-glass News and posts about Specialty glass & glass fiber on GridToChip https://news.skhynix.com/en/ai-infrastructure-insight-ep4 Thu, 22 Oct 2026 06:00:37 GMT Effective real-world AI application requires improvements across faster compute, wider memory bandwidth, higher-performance networking, better storage, and more stable power infrastructure. (newsroom:sk-hynix) https://www.digitimes.com/news/a20261022VL209/quartz-investment-manufacturing-industrial-capacity.html Thu, 22 Oct 2026 02:30:00 GMT Sibelco plans to expand a quartz plant in North Carolina to further onshore semiconductor supply chain materials in the US. (DigiTimes) https://www.digitimes.com/news/a20261021PD239/infineon-wolfspeed-sic-silicon-demand.html Wed, 21 Oct 2026 08:18:06 GMT Infineon and Wolfspeed signed a multi-year deal to transition their SiC wafer supply from 6-inch to 8-inch substrates to support growing power needs in EVs, renewables, and AI data centers. (DigiTimes) https://www.digitimes.com/news/a20261020VL200/sk-hynix-loan-government-trinity-commercial.html Tue, 20 Oct 2026 02:45:16 GMT South Korean government entities launched a KRW2 trillion loan guarantee program to bolster semiconductor materials, parts, and equipment suppliers. (DigiTimes) https://www.utilitydive.com/spons/underground-utilities-a-shifting-grid-and-the-materials-built-to-match-it/832817 Mon, 19 Oct 2026 09:00:00 GMT Utilities are rapidly undergrounding power lines, necessitating innovation in materials like specialized glass and industrial gases to support this infrastructure shift. (Utility Dive) https://www.digitimes.com/news/a20261015PD238/semi-supply-chain-2035-ceo-taiwan.html Fri, 16 Oct 2026 17:53:00 GMT SEMI's CEO predicts the semiconductor industry will achieve $2 trillion in revenue by 2035, driven by AI and quantum computing growth. (DigiTimes) https://www.datacenterdynamics.com/en/news/quantum-firm-xanadu-partners-with-globalfoundries-for-photonic-component-development Wed, 07 Oct 2026 12:06:13 GMT Quantum computing company Xanadu has partnered with GlobalFoundries to develop photonic components, likely leveraging advanced foundry capabilities for silicon photonics. (Data Center Dynamics) https://www.tomshardware.com/tech-industry/gigaphoton-debuts-neon-recycling-system-with-claimed-50-percent-recovery-rate-systems-throw-a-lifeline-to-chipmakers-that-utilize-70-percent-of-global-neon-supply-in-duv-lithography Tue, 06 Oct 2026 13:20:00 GMT Gigaphoton has launched a new recycling system designed to recover 50% of materials from optical components. (Tom's Hardware) https://www.digitimes.com/news/a20261001PD230/ai-chip-tsmc-corning-tgv-agc.html Thu, 01 Oct 2026 05:56:31 GMT Four major glass manufacturers are reportedly collaborating on a 510x515mm substrate format, which is expected to support TSMC's upcoming advanced packaging requirements. (DigiTimes) https://www.digitimes.com/news/a20260923PD217/taiwan-moea-commercial-supply-chain-government.html Fri, 25 Sep 2026 00:57:31 GMT Taiwan is allowing the use of Chinese-made components for non-critical items like passive components, magnets, and optical lenses in its drone supply chain. (DigiTimes) https://www.datacenterdynamics.com/en/news/southern-water-deploys-lightsonic-water-leak-technology-using-openreachs-fiber-infrastructure Thu, 24 Sep 2026 15:50:31 GMT Southern Water is utilizing Openreach's fiber infrastructure to implement Lightsonic leak detection technology for water monitoring. (Data Center Dynamics) https://www.digitimes.com/news/a20260924PD232/solar-ureco-plant-revenue-production.html Thu, 24 Sep 2026 06:38:18 GMT United Renewable Energy is awaiting a final location for a US solar module plant joint venture with Sino-American Silicon Products, but anticipates production starting in Q3 2027, which will boost their solar power business revenue. (DigiTimes) https://www.digitimes.com/news/a20260923PD210/episil-demand-revenue-capacity-silicon.html Wed, 23 Sep 2026 03:55:11 GMT Episil Precision noted that AI demand is structurally changing semiconductor epitaxy, requiring expansion into materials like silicon, GaN, SiC, and GeSi for various components. (DigiTimes) https://www.digitimes.com/news/a20260922PD240/itri-taiwan-lcd-commercial-industrial.html Wed, 23 Sep 2026 00:14:40 GMT Taiwan's ITRI is developing high-value upcycling processes for industrial waste like LCD glass and asphalt, targeting their reintegration into high-value supply chains. (DigiTimes) https://www.digitimes.com/news/a20260921PD221/ezconn-2027-demand-2026-data-center.html Mon, 21 Sep 2026 23:12:40 GMT EZconn stated that ongoing AI demand is causing shortages in global fiber and optical cable supplies, which are expected to ease in 2027 as upstream suppliers increase capacity. (DigiTimes) https://www.datacenterdynamics.com/en/news/kodiak-gas-services-to-supply-76mw-of-behind-the-meter-gas-power-to-west-texas-data-center Mon, 21 Sep 2026 15:16:10 GMT Kodiak Gas Services will provide 76MW of natural gas-fueled power directly to a data center in West Texas. (Data Center Dynamics) https://www.hpcwire.com/off-the-wire/nsf-launches-microelectronics-initiative-for-ai-hpc-and-advanced-communications Fri, 18 Sep 2026 17:45:56 GMT The NSF announced an initiative to help U.S. manufacturers transition low-dimensional semiconductor technologies into advanced microelectronics for AI and HPC. (HPCwire) https://www.digitimes.com/news/a20260918PD226/corning-glass-substrate-display-panel-price.html Fri, 18 Sep 2026 07:45:00 GMT Corning will raise its prices for display glass substrates globally by 15% starting in Q4 2026. (DigiTimes) https://www.digitimes.com/news/a20260918PR200/sic-resonac-300mm-substrate-silicon.html Fri, 18 Sep 2026 01:35:00 GMT Resonac achieved a milestone by growing and processing a 300mm silicon carbide (SiC) single crystal, which could benefit data center power electronics and related industries. (DigiTimes) https://www.eetimes.com/u-s-awards-anderon-1b-for-quantum-wafer-manufacturing Thu, 17 Sep 2026 22:00:00 GMT The U.S. government announced a $1 billion award for IBM's Anderon facility to manufacture quantum wafers domestically. (EE Times) https://www.tomshardware.com/tech-industry/drones/uk-research-agency-backs-drone-based-internet-service-experiment-with-lasers-microwaves-and-gravity-waves-used-for-wireless-power-britain-invests-usd94-million-into-starlink-alternative Thu, 17 Sep 2026 09:30:00 GMT UK researchers are exploring the use of drones, lasers, and microwaves for a new alternative to satellite internet services. (Tom's Hardware) https://www.hpcwire.com/off-the-wire/ibms-anderon-finalizes-1b-chips-award-for-quantum-wafer-manufacturing Wed, 16 Sep 2026 13:04:25 GMT IBM's Anderon received a $1 billion CHIPS award to advance R&D in quantum wafer manufacturing. (HPCwire) https://www.digitimes.com/news/a20260916VL202/growth-intel-apple-foldable-business.html Wed, 16 Sep 2026 02:22:51 GMT Lens Technology plans to expand its precision-glass services into foldable electronics for Apple and through-glass-via substrates for Intel. (DigiTimes) https://www.digitimes.com/news/a20260915PD233/corning-cpo-packaging-demand-auo.html Tue, 15 Sep 2026 08:27:50 GMT Corning is expanding its involvement in the semiconductor supply chain, focusing on advanced packaging, co-packaged optics, glass core substrates, and fan-out panel-level packaging. (DigiTimes) https://www.digitimes.com/news/a20260914PD207/nuclear-taiwan-worldwide-data-demand.html Mon, 14 Sep 2026 02:32:18 GMT The increased energy demand from AI data centers is driving a global resurgence in nuclear power, straining supply and causing complications for Taiwan's plan to restart idle reactors. (DigiTimes)