Breaking down TSMC's glass core substrate slide On June 11, at JPCA Show 2026 in Japan, TSMC gave a roughly 40-slide presentation titled "Advanced Packaging Technology Essential to the Evolution of AI" (AIの進化に不可欠な先端パッケージング技術). One slide from the deck, titled "Glass Substrate Development for CoWoS," has since leaked online and widespread attention. Here's a closer read of that slide (see attached image). I'll skip the technical background that is already widely available. One thing to flag: the "COP" on the slide does not stand for Chip-on-Package. It means Coplanarity. ▌ Key conclusions: 1. TSMC has officially announced a partnership with Ibiden and Innolux to develop a glass core substrate. The structure is a three-layer design, a glass core sandwiched between two ABF build-up layers. This is the "oS" in CoPoS. 2. The market underestimates how important the glass core substrate is. It's a must-have capability for TSMC. In other words, within CoPoS the "oS" matters more than the "CoP", which is also why, when it was tested, it was paired with the existing CoW rather than with CoP. 3. The glass core substrate costs several times more per unit than existing ABF substrates. The glass processed by Innolux is very expensive per unit and is the single most critical material. Besides Nvidia, two US-based customers have also expressed strong interest. ▌ Industry checks tied to this slide: 1. The glass core substrate shown on the slide is cut from a full-size 250×250mm one. The ABF build-up layers mainly use Ajinomoto's GL107, mixed with ABF-GCP, and were tested at 24–28 layers, which is the mainstream ABF spec for AI chips in 2027–2028. 2. The CoW used in TSMC's experiment is a test vehicle. It is sufficient to validate the most challenging mechanical-structure issues that arise when working with composite materials. Good results mean TSMC, Ibiden, and Innolux have together broken through the critical technical bottleneck. 3. Ibiden currently handles cutting the 250×250mm glass core substrate. When the 510×515mm format is used for pre-mass-production simulation in 2H27, if Ibiden still wants to reduce production complexity to protect its ultra-high gross margins, it may hand the cutting over to Innolux, which is more familiar with the properties of glass. ▌ The leaked slide shows the validation results of pairing CoW with the "oS" in CoPoS, i.e., the glass core substrate (labeled "glass-SBT" on the slide). This addresses the "Substrate mechanical and electrical Dilemma" raised on the previous slide, and it strongly underscores how important the "oS" is within CoPoS. 1. Within CoPoS, what CoP solves is production efficiency / cutting economics, which ties to cost and price. What the oS solves is warpage and durability, which determines whether the chip can be made at all, and whether it can work. 2. CoP and oS complement each other well when integrated, but looking out over the next few years their technical roles still differ. CoP is a very-nice-to-have optimization, and going without it simply means a more expensive chip. But the oS is a must-have. Without it, even being able to make a usable chip is in doubt. 3. Comparing their roles isn't about elevating oS at the expense of CoP. It comes down to the practical question of which technical piece customers are willing to pay for. Details below. ▌ The real gold here is the power integrity (PI) improvement shown on the slide. This matters a great deal to customers, and it means that once glass core substrate production stabilizes, TSMC's profitability and competitive edge should rise in tandem. 1. How it works: the glass core substrate is thin → the vertical conduction path through TGV (through-glass vias) is short → conduction-path resistance (R) and loop inductance (L) both drop → PI improves. 2. Why it matters to customers: better PI → more stable power delivery → frees up power headroom → room to integrate more transistors, or to push clock speeds higher → more AI compute. 3. For customers, production efficiency is TSMC's basic responsibility, so they won't pay extra for it. But gains in AI compute translate directly into the customer's own competitiveness and profit, so customers are willing to pay for that. This is why Nvidia is so positive on the glass core substrate. 4. For TSMC, the glass core substrate raises yield and lowers cost while also boosting both the compute and the selling price of AI chips. It's both a cost-cutting tool and a pricing lever, a plus for profitability and competitiveness alike. 5. Substrate cost currently accounts for a low single-digit percentage of an AI chip's BOM, while losses from packaging yield run roughly 5–10× the substrate cost. So even if the glass core substrate ends up costing several times more than today's, its share of the BOM stays low, and it can cut the losses from packaging yield. The high unit price is therefore not expected to dampen customers' willingness to adopt it. ▌ In the Q&A after the presentation, an audience member asked about TGV details for the glass core substrate. TSMC declined to answer on the spot, because TGV is the key technology behind the glass core substrate, and the core know-how currently sits with TSMC and Innolux. By contrast, when another attendee asked about integrating IVR, eDTC, and LSI, TSMC answered at length. ▌ According to industry checks, if all goes well, TSMC is aiming to start mass production of the glass core substrate in 4Q28–1Q29, to match the cadence of Nvidia's AI chip iterations. As a side note: the Ibiden earnings presentation slide that many people have been circulating lists the glass core substrate timeline as CY30. My read is this: Ibiden, which has always been conservative and cautious in public, has now formally put the glass core substrate on its roadmap, which further confirms the long-term trend for this technology. That said, some other details on Ibiden's slide don't fully line up with what's known in the market. For example, its reticle timeline is off from TSMC's public claims by about a generation, and the Rubin Ultra substrate size is clearly larger than the 90×90 it marked for CY26–27. It's a reminder to always cross-check across multiple sources when forecasting the future.

アシタ夢クローゼット 👗 「パンプキンパフェ♡いたずらキャンディクチュール」 パンプキン色にグレープとミントを重ねて🎃 大きなキャンディリボンが可愛い、 とびきりポップな夢かわハロウィンです🍬 ご自由にお楽しみください🩵 Use the uploaded character as reference. Preserve the original face, eyes, hairstyle, hair color, apparent age, body proportions and original art style. Change only clothing and accessories. Create an extraordinarily cute original Japanese retro-fancy Halloween fashion outfit, “Pumpkin Parfait Candy Couture”. Inspired by nostalgic 1980s–90s kawaii culture, with extravagant dream-kawaii tailoring. High-fashion street couture, not a costume. No existing brand designs. COLORS: Pumpkin orange, grape lavender, soda mint, strawberry pink and vanilla cream, with tiny glossy chocolate accents. JACKET: A cropped pumpkin-orange satin jacket with a fitted waistband, exaggerated rounded balloon sleeves, lavender ribbon cuffs and an oversized vanilla-cream scalloped sailor collar. Three large mint heart buttons fasten the front. A spectacular triple-layer candy bow sits asymmetrically on the left chest, combining strawberry-pink satin, lavender organza and mint ribbon tails. One oversized cream heart-shaped pocket decorates the right front. INNER: A fitted vanilla lace blouse with a rounded neckline and delicate ruffled cuffs. SKIRT: A high-waisted above-knee asymmetric tiered skirt with moderate A-line volume, not an extremely wide bell shape. A grape-lavender pleated base skirt supports three distinct decorative layers: a short pumpkin-orange scalloped overskirt on the right hip, cascading mint organza ruffles on the left, and a fluffy strawberry-pink tulle hem edged with cream lace. Add a wide mint waistband with a large lavender side bow and two small dangling candy-heart charms. LEGWEAR: Mismatched thigh-high stockings: one ivory with tiny orange hearts, the other lavender with mint stars. SHOES: Glossy strawberry-pink platform ankle boots with thick cream soles, rounded toes, lavender ribbon laces and oversized mint heart buckles. ACCESSORIES: A structured pastel-yellow star-shaped handbag with pink piping and a short lavender handle. Add a tiny smiling pumpkin charm, colorful resin bracelets, heart earrings and a removable candy bow hair clip without changing the original hairstyle. DESIGN: Spectacular candy-colored cuteness, striking asymmetry, luxurious satin and organza textures, bold sculptural ribbons, intricate but believable garment construction. The silhouette must be playful, fashionable and visually unforgettable. COMPOSITION: ONE character, ONE continuous scene, full body from head to shoes, vertical 3:4 portrait. Charming confident fashion pose, arms positioned to reveal the outfit. No collage, panels or multiple views. BACKGROUND: A quiet stylish Japanese fashion street in late October, with simple warm-gray and ivory storefronts, clean pavement and a few subtle autumn details. Soft natural daylight, sharp detailed focus on the character and clothing, gently blurred low-contrast background. Keep the space immediately behind the character visually calm. The outfit must dominate the image. No elaborate Halloween decorations, oversized props, crowded scenery, logos or text.

👗AI衣装デザイン図鑑👗 MAID COSTUME SEASON 5 「メイド × 大正浪漫 × アイドル」 時をこえて、かわいいは輝きつづける。 ステンドグラス・ロマネスク・メイド STAINED GLASS ROMANESQUE MAID Where Sacred Light Becomes Elegance 聖なる光が、華麗な衣装へと変わる。 006/010 テーマ 青く輝くステンドグラスとロマネスク建築の 荘厳さを、可憐なメイド衣装へ。 サファイアブルー、アイボリー、ゴールドを 重ね、光を受けるたび宝石のように煌めく 幻想的な大正浪漫アイドルスタイル。 特徴 💎 サファイアブルーの宝石リボン 🪟 ステンドグラス柄のスカートパネル 💙 ブルー×アイボリーのコルセット 🎀 背面の大型ロイヤルブルーリボン ✨ 床近くまで流れるロングサイドテール ※プロンプトは下にあります ❤️ いいね・RP・保存で 応援していただけると励みに なります！※他の衣装シリーズも プロフィールからご覧いただけます #IdolMaid5# #MegumixCollection# #AICostumeCreator# Dress the adult woman in the reference image in this exact Stained Glass Romanesque Maid costume while preserving her face, hairstyle and identity. Create an ivory fitted bustier bodice with royal-blue corset panels, ornate gold lattice embroidery, blue crystal gems and a large jeweled navy bow at the neckline. Add short white puff sleeves with ruffled edges and blue floral ribbon ornaments. The skirt is very short at the front, matching the reference exactly, built from layered ivory and navy ruffles with gold trim and vivid blue stained-glass patterned panels. Extend dramatic asymmetric cathedral-like side and rear tails nearly to the ankles. Keep the back fully designed with crossed dark straps, ivory ruffled borders and a huge royal-blue bow centered by an oval sapphire jewel, with long stained-glass tails. Add white thigh-high stockings, black lace garters and black platform ankle boots with blue bows.

アシタ夢クローゼット👗 「リボンパフェ・ドリーミーロリータ」 いちごミルクとラベンダーに、ふわふわフリルと特大リボンをたっぷり🎀 甘さ全開の、とびきりキュートな夢かわロリータです🩷 ぜひ試着してみてくださいね🩵 Use the uploaded character as reference.Preserve the face,eyes,hairstyle,hair color,apparent age,body proportions,and original art style.Change only clothing and accessories. Create an extraordinarily cute,extravagant contemporary Japanese sweet Lolita outfit,“Ribbon Parfait Dreamy Lolita”.High-fashion dream-kawaii couture,not a costume. COLORS:strawberry-milk pink,lavender,vanilla cream,pastel mint,and pearl accents. TOP:Fitted pink satin jumper dress with a sweetheart bodice,ivory lace blouse,lavender ribbon lacing,and a huge mint-and-pink layered chest bow.Add a cropped lavender bolero with scalloped edges,short balloon sleeves,and oversized cream ribbon cuffs. SKIRT:Massive above-knee bell-shaped Lolita skirt supported by a structured petticoat.Five distinct layers:pink scalloped satin overskirt,lavender organza ruffles,cream lace flounces,mint pleated panels,and fluffy pink tulle hem.Front overskirt gathered into curved swags,exposing contrasting layers.Add enormous asymmetric bows at the hips with long satin ribbon tails. SIGNATURE:Detachable oversized triple-layer bustle bow at the back waist,pink satin over lavender organza and mint ribbon loops,with cascading cream lace streamers. HEADWEAR:Giant pink-and-lavender bow headdress with pearl chains,cream lace,and miniature mint bows. LEGWEAR:Ivory over-the-knee socks with pink ribbon lacing,lavender lace tops,and tiny pearl bows. SHOES:Glossy pastel-pink platform Mary Janes with lavender soles,heart buckles,and huge cream toe bows. BAG:Structured lavender heart-shaped handbag with quilted panels,pearl trim,and mint ribbon handle. Single full-body portrait of ONE character in ONE continuous scene. Show the entire outfit from headpiece to shoes,with a natural charming pose.Centered composition,vertical 3:4 aspect ratio.Emphasize enormous skirt volume,distinct fabric layers,dramatic bows,and luxurious satin,lace,and organza textures.Keep garment construction believable. No collage,no panels,no split screen,no multiple views,no close-up insets,no fashion magazine layout,no identity or art-style changes,no sexualized styling,no text or logos.

【アーリャとマーシャのイラストのプロンプト】 masterpiece, best quality, good quality. A cinematic anime-style illustration of two characters from "Tokidoki Bosotto Russia-go de Dereru Tonari no Alya-san", designed like a movie poster with a sense of motion and visual impact. In the foreground is Alisa Mikhailovna Kujou, a beautiful girl with long silver hair, light flowing strands, and a distinctive ahoge (single strand of hair sticking up). She has striking blue eyes and a confident yet elegant expression. She wears a refined school uniform consisting of a beige blazer, a dark pleated skirt, and a red ribbon tied at the collar. Her posture is poised and slightly dynamic, with one hand near her waist, giving a sense of composure and quiet dominance. Slightly behind or beside her is Mariya Mikhailovna Kujou, with medium-length soft brown hair and warm golden-yellow eyes. She has a gentle, affectionate expression with a hint of playfulness. She wears a similar school uniform, but with a green ribbon at the collar, creating a clear visual distinction. Her pose is more relaxed and lively, slightly leaning forward or turning, adding movement and contrast to the composition. Their hair and skirts are subtly affected by motion, as if a soft breeze is passing through, enhancing the sense of dynamism. The composition is dramatic and poster-like, with a diagonal or layered arrangement that creates depth. The characters overlap slightly, emphasizing their connection while maintaining individuality. The background features a softly blurred school setting or a warm sunset sky with light flares, giving a cinematic and emotional atmosphere. Lighting is soft but slightly directional, with gentle highlights that enhance depth without becoming overly glossy. Shadows are natural and controlled. The color palette is balanced and slightly vibrant, with strong contrast between silver, brown, red, and green accents. The lineart is clean and polished, and the overall mood is elegant, slightly romantic, and visually striking, like a promotional key visual.

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BY THE すぷれあ でめちゃカメレオンおついすみゃ〜🎶 あの後半の隠れは、今世カメレオン名乗れたんじゃないでしょうか😼 でもやっぱ探すのめちゃくちゃ難しいので訓練。鍛錬。 また遊びたいですね〜 see you〜♡