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Glass substrates could enable larger, faster Nvidia AI chips by supporting more memory and connections.

Market News
28 Sep 2026
24/7 Wall Street
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Bullish
Glass substrates could enable larger, faster Nvidia AI chips by supporting more memory and connections.

Nvidia is exploring glass-core substrates for its AI chip packaging to allow larger, more stable, and denser connections between GPUs and high-bandwidth memory (HBM). Glass offers better flatness and rigidity than traditional organic materials, potentially enabling bigger packages that can hold more memory, crucial as HBM prices rise sharply. This shift could boost Nvidia's AI performance by overcoming current packaging size limits, but commercial adoption depends on overcoming technical challenges like reliable electrical pathways through glass. Equipment suppliers like SCHMID are involved in developing this technology, signaling a significant industry move toward glass packaging for advanced AI chips.

Nvidia's stock is trading at USD 229.34 as of Sep 29, 2026 06:02 WIB, close to its 52-week high of USD 235.75, showing a 1-day gain of 1.90%. This price level contrasts with its 52-week low of USD 165.17, indicating strong market confidence possibly linked to its innovative push in AI chip packaging. Despite a majority of Pluang users selling Nvidia shares (69%), the market cap remains substantial at $5.43 trillion, reflecting Nvidia's significant role in the technology sector.

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