[단독] SKC, 美 유리 기판 2공장 증설 '백지화'

SKC's scrapping of Absolics' second factory expansion reflects mounting challenges in glass substrate commercialization, forcing a strategic shift from aggressive capacity expansion to stabilizing current operations. The persistent quality testing failures underscore the technical complexity of scaling novel semiconductor materials to mass production, a critical constraint for Korea's advanced chip manufacturing. Strong international investor interest and potential collaboration with SK Hynix indicate the technology's long-term strategic value despite near-term commercialization hurdles.