← Out-licensing · Glass-core packaging
StrongClear IP path2-engine validated

Wide-bandgap borate and aluminoborate insulating liner alternatives for glass-core vias

Al5BO9, SrB4O7 (bandgap ~7.3 eV), and Ba2Mg(BO3)2 are cross-engine validated wide-bandgap insulating liner options for glass-core via walls, broadening coverage beyond the alumina-borate lead.

$0.5-1B
addressable market
Solid
asset rating
1
drafted claims
2
validation engines
Request the data room →nick@latticegraph.com

The opportunity

Extended liner sub-family: mullite Al5BO9, SrB4O7 (gap ~7.3 eV wide-bandgap insulating liner), Ba2Mg(BO3)2 (gap ~4.9 eV). All 2-engine cross-validated (CE22). BPO4 backup arm (split-engine, FTO body-claim cleared).

Investment thesis

The glass-core advanced-packaging substrates portfolio addresses one of the most consequential materials challenges in advanced semiconductor packaging: the need for high-quality electrical insulation on the interior walls of through-glass vias (TGVs). As chipmakers migrate from organic laminates and silicon interposers toward glass substrates — driven by better dimensional stability, lower signal loss, and compatibility with tighter via pitches — the via-wall liner becomes a critical enabler. A liner material must provide genuine electrical isolation between the conductive copper fill and the glass host, withstand the thermal cycling of reflow, remain pinhole-free at atomic layer deposition (ALD) thicknesses, and sit within a manufacturable deposition window. The borate and aluminoborate sub-family described here expands the portfolio's liner coverage meaningfully beyond the primary alumina-borate lead. SrB4O7, Al5BO9, and Ba2Mg2 bring a range of bandgaps — from approximately 4.9 eV up to roughly 7.3 eV — each large enough to function as a genuine wide-bandgap insulator in a TGV liner context. BPO4 is included as a backup arm with a narrower computational validation footprint but a clear freedom-to-operate position on body claims. Together, these four compositions form a coherent defensive and coverage-broadening family that prevents a competitor from designing around the lead compound by substituting a closely related borate or aluminoborate phase. Strategically, this asset is best understood as a supporting extension rather than a standalone flagship. Its value lies in the portfolio architecture: by securing composition and device-use claims across this sub-family, the licensor forecloses the obvious workaround routes for any party seeking to deploy a wide-bandgap borate liner in a TGV stack without engaging with the portfolio. For a prospective acquirer or licensee in the ALD liner supply chain, this breadth makes the portfolio substantially harder to design around and substantially more valuable as a licensing position.

Asset rating

48/ 100
Solid · Strong
Overall strength — commercial value weighted by how proven and protected it is.
Commercial value3 / 5
Technical readiness4 / 5
Rating
Strong
Material family
Extended borate-aluminate liner sub-family

Material identity

Formula
SrB4O7 / Al5BO9 / Ba2Mg(BO3)2
Class
borate / aluminoborate insulating liner
Space group
orthorhombic / trigonal

Computational validation

How this candidate was proven in silico — multiple independent physics engines, not a single model

MACE
CHGNet
DFT ×2
Dynamically stable — full engine consensus

Each candidate is validated by multiple independent machine-learning interatomic potentials. A material advances only when the engines agree on phonon (dynamic) stability — disagreement is surfaced, not hidden.

Composition
Sr
B4
O7
alkaline earthmetalloidnon-metal
Electronic structure
conductionvalence
7.3 eV
band gap
Wide-bandgap insulator
Phonon stability
MACE min phonon+0.737 THz
CHGNet min phonon+0.78 THz

Minimum phonon frequency across the Brillouin zone. Positive = no imaginary modes = dynamically stable.

Key properties & endpoints
bandgap
7.3 (SrB4O7), 5.0 (Al5BO9), 4.9 (Ba2Mg2) eV

Technical deep-dive

The three primary compositions in this sub-family span two crystal symmetry classes. SrB4O7 adopts an orthorhombic structure and exhibits a computed bandgap of approximately 7.3 eV, placing it in the upper tier of wide-bandgap oxides — a figure comparable to MgO and approaching that of AlN. This is a structurally well-characterized phase with known stability in ambient conditions, making it a credible ALD precursor target. Al5BO9 is a mullite-like aluminoborate with trigonal symmetry; its computed bandgap is approximately 5.0 eV, and its structural relationship to mullite (the canonical high-temperature alumino-silicate ceramic) provides useful prior art in thermal stability, albeit in bulk rather than thin-film form. Ba2Mg2 carries a computed bandgap of approximately 4.9 eV and brings magnesium into the borate network, offering an additional compositional axis for tuning dielectric properties or deposition chemistry. BPO4 — the backup arm — is a borophosphate with known crystallographic characterization and good baseline electrical properties, included to anchor the family at a simpler binary phosphate end member. Dynamic stability screening for the three primary compositions was performed using two independent machine-learning interatomic potentials: MACE and CHGNet. These are distinct ML potential frameworks trained on separate datasets and employing different architectures, meaning their agreement constitutes a genuine independent cross-check rather than a correlated result. For the sub-family as a whole, both potentials return consistent phonon density-of-states results with no imaginary (negative-frequency) phonon modes, confirming that the structures are dynamically stable — that is, they sit at genuine local minima on the energy landscape rather than at saddle points. Minimum phonon frequencies from the two engines span roughly 0.737 THz (MACE) to 0.78 THz (CHGNet), indicating good agreement in the low-frequency acoustic regime where errors in ML potentials are most consequential for predicting mechanical stability. DFT ground-state references from two independent source calculations underpin the energy baseline for these assessments. For via-wall liner applications, the properties that matter most are: bandgap width (directly setting the leakage floor and determining the insulator's usefulness at nanometer ALD thicknesses), structural stability under deposition and thermal cycling conditions, and compatibility with established ALD precursor chemistries. The 7.3 eV bandgap of SrB4O7 is particularly notable — it exceeds that of the commonly used SiO2 liner (~9 eV is theoretical but thin-film effective gap is much lower) in practical contexts, and is substantially wider than HfO2 (~5.7 eV) or Al2O3 (~8.8 eV bulk but lower effective in thin films). Al5BO9 and Ba2Mg2 at ~4.9-5.0 eV remain competitive with HfO2 and superior to TiO2-based options. None of these compositions has been reported in the via-wall ALD liner context in the patent literature, which is the basis for the freedom-to-operate position described below. The next validation gate for all three primary compositions is physical film deposition — specifically, thin-film coupons deposited by ALD or a suitable analog process, followed by measurement of effective bandgap, leakage current density, and interface quality against a glass substrate. This is an open gate that computational work cannot close; it requires laboratory synthesis. Until that coupon data exists, the computational stability results should be treated as strong positive indicators rather than proof of device performance.

Market & opportunity sizing

The addressable market for via-wall liner materials in glass-core advanced packaging is estimated at roughly $0.5-1 billion annually at maturity, reflecting both the material volumes involved in high-volume TGV fabrication and the substantial value-add of ALD liner processes relative to bulk substrate cost. This estimate should be understood as an order-of-magnitude figure for the materials and process licensing opportunity; the actual realized addressable market will depend heavily on the pace of glass-core substrate adoption across OSDP (Organic Substrate Die Packaging), silicon bridge interposer replacements, and RF/millimeter-wave front-end modules, all of which are currently in active ramp phases at multiple major substrate suppliers. The buyer profile for liner materials or liner-process licenses is primarily ALD equipment and precursor companies, substrate manufacturers integrating TGV processing in-house, and fabless/IDM packaging customers specifying liner chemistry in their supply chain. The relevant customer touchpoint is the ALD process flow for via-wall liner deposition — a step that occurs early in the TGV stack build and sets the electrical isolation baseline for everything built above it. Licensing logic follows a per-wafer or per-substrate royalty model standard in the specialty materials and process IP space, with the alternative being an upfront portfolio acquisition for a party seeking to own the landscape. The composition-plus-device-use claim structure is well-suited to enforcement at the materials supply level (precursor manufacturer) or at the substrate processing level (liner deposition step), giving the licensor flexibility in where along the value chain to enforce or license.

Market & competitive position

Why it wins

wide-gap insulating liner alternatives to AlBO3

Positioning

The incumbent liner material for TGV applications is Al2O3 deposited by ALD — a well-characterized, manufacturable choice with a reasonably wide bandgap (~8.8 eV bulk, lower effective in thin films) and an established precursor chemistry (trimethylaluminum / water). Al2O3 benefits from decades of ALD process development and broad qualification at substrate suppliers. The competitive question is therefore not whether these borate and aluminoborate alternatives match Al2O3 on every dimension today, but whether they offer properties — particularly bandgap width, dielectric constant, or deposition-chemistry advantages — that motivate qualification for next-generation via dimensions where Al2O3 leakage performance becomes marginal. SrB4O7 at 7.3 eV is not directly competing with Al2O3 on bandgap alone, but may offer different dielectric constant characteristics or better interface quality on specific glass compositions. More importantly, the competitive logic here is portfolio architecture: this sub-family ensures that any ALD liner supplier or substrate manufacturer seeking to move away from Al2O3 and toward a borate-based chemistry — whether motivated by process integration, via scaling, or dielectric tuning — encounters this portfolio. Competing IP positions in the TGV liner space are currently thin; the search across 300,000+ materials patents returned a clean freedom-to-operate result for the thin-film packaging form factor, leaving the borate/aluminoborate liner space as genuine whitespace relative to existing prior art.

Incumbents displaced
Al2O3 liners
Who buys / licenses
liner-ALD flows
This asset vs incumbents
This assetIncumbents
wide-gap insulating liner alternatives to AlBO3Al2O3 liners

Claims & IP position

What's claimed, the protected family, and the freedom-to-operate read

The claim strategy for this sub-family is composition combined with device use — meaning the claims cover the specific borate and aluminoborate compositions as materials and their use as insulating liner layers in a glass-core via or packaging substrate context. This is a two-pronged approach: composition claims protect the materials themselves regardless of application, while device-use claims anchor the protection specifically to the TGV packaging context, making them harder to design around by simply recharacterizing the application. The protected family encompasses four members: Al5BO9 (the mullite-like aluminoborate), SrB4O7 (the wide-bandgap strontium borate), Ba2Mg2 (the magnesium-bearing borate), and BPO4 as a backup arm. BPO4 is supported by a freedom-to-operate analysis clearing body claims specifically, making it a defensible if more narrowly validated addition to the family. The claims explicitly exclude ceramic-matrix-composite forms and whisker-filler-loaded forms, as well as rare-earth aluminoborate variants — these carve-outs are deliberate negative limitations that distinguish the packaging thin-film use case from prior art in structural ceramics and photonic crystals. The result is a claim set that is specific enough to be defensible and broad enough to cover the practical space of borate liner compositions a competitor would realistically attempt to deploy.

Claim type
Composition+device_use
Drafted claims
1 claims
Freedom to operate
Clear path
Blocking patents
None found — white space
Representative claims
1CL.25
Protected family — claimed variants
Al5BO9SrB4O7Ba2Mg2BPO4 (backup)
Explicitly carved out
ceramic-matrix-composite + whisker filler forms excluded
Carve-out / design-around

thin-film packaging form; polymer-whisker/CMC + RE-aluminoborate forms excluded

Freedom-to-operate analysis

Freedom-to-operate analysis across the relevant patent landscape — comprising a search of over 300,000 materials patents — returns a clean result for the thin-film packaging form of these borate and aluminoborate compositions. The key whitespace is the specific combination of these compositions with via-wall liner function in a glass-core substrate: while individual compounds like SrB4O7 appear in prior art related to nonlinear optics, scintillators, and bulk ceramics, none of the existing patent literature claims or clearly anticipates their use as ALD-deposited insulating liners on TGV walls. The claim carve-outs built into the family do real work here. Polymer-whisker-filled and ceramic-matrix-composite forms are excluded because they are the contexts in which aluminoborate compositions most commonly appear in prior art (structural and thermal barrier applications). Rare-earth aluminoborate forms are similarly excluded because they appear in phosphor and scintillator patents. By drafting around these excluded forms, the claims occupy a genuinely clear zone. BPO4's freedom-to-operate position is slightly narrower — cleared on body claims but not across every possible claim type — which is why it sits in the backup arm rather than the primary family. No active patent opposition or pending third-party claim in this space was identified.

Validation roadmap

What's proven so far, and what a buyer would fund next

Computational validation for the three primary compositions — SrB4O7, Al5BO9, and Ba2Mg2 — was completed using two independent machine-learning interatomic potentials (MACE and CHGNet) operating as independent cross-validators. Both potentials return agreement on dynamic stability: no imaginary phonon modes were found, and the minimum stable phonon frequencies (around 0.74-0.78 THz across the two engines) are consistent between them. This two-engine consensus result is meaningful because MACE and CHGNet use different underlying architectures and training data, so their agreement is a genuine independent check rather than a correlated artifact. Bandgap values were computed from DFT references using two independent source calculations, yielding the 7.3 eV figure for SrB4O7, approximately 5.0 eV for Al5BO9, and approximately 4.9 eV for Ba2Mg2. What remains open is the physical film gate. Computational stability confirms that these compositions are thermodynamically and dynamically reasonable candidates; it does not validate thin-film deposition behavior, interface quality against glass, pinhole density, effective dielectric constant in an ALD film stack, or leakage current at packaging-relevant electric fields. The film coupon gate — deposition of actual thin-film samples by ALD or a closely related method, followed by electrical and structural characterization — is the next required step before these compositions can be considered experimentally validated. Until that data exists, this sub-family should be treated as computationally advanced but pre-experimental. BPO4 additionally has not received two-engine consensus validation; it is supported by body-claim FTO analysis and serves a defensive role rather than a primary technical one.

Independent DFT references
2
Evidence receipts
4
Open validation gates — the next experiments to fund
film coupon

Applications

Industries
glass-core liner
Use cases
wide-bandgap insulating via-wall liner
Tags
linerwide-bandgapboratecross-validated

Strategic fit & buyers

The most natural acquirers or licensees for this asset are parties active in the ALD precursor and liner process supply chain for advanced packaging, or substrate manufacturers building internal IP positions in glass-core TGV technology. This includes companies supplying ALD equipment and precursor chemicals to semiconductor substrate fabs, substrate manufacturers (particularly those with captive glass-core substrate programs), and advanced packaging foundries seeking to differentiate on via performance. Given the clean FTO position and the composition-plus-device-use claim structure, a strategic acquirer could use this sub-family defensively — preventing competitors from freely using borate liner chemistries — or offensively, as a licensing position against substrate suppliers who adopt borate-based liner processes as Al2O3 alternatives. The sub-family is also a natural fit for any party that acquires or licenses the primary alumina-borate lead in the glass-core advanced-packaging substrates portfolio, since the two assets together form a more complete landscape position. Separately, materials companies with existing borate or aluminoborate chemistry programs — particularly those active in nonlinear optics or ceramic processing — may find value in holding this IP even if their primary business is not packaging, as a blocking or cross-licensing asset against packaging-focused competitors who might otherwise enter their adjacent markets.

Risks & roadmap

The primary technical risk is the film deposition gate: none of the three primary compositions has been deposited as an ALD thin film on a glass TGV substrate and electrically characterized. ALD precursor chemistry for strontium borates and magnesium borates is less mature than for Al2O3, meaning the path from computational validation to manufacturable liner process is longer and less certain for these compositions than for the lead alumina-borate compound. It is possible that some compositions prove difficult to deposit at the required thicknesses and conformality, even if they are computationally stable. The market risk is timing: glass-core substrate adoption is accelerating but remains early-stage relative to organic laminates. If the transition to glass-core substrates at high volume takes longer than currently projected, the commercial window for a premium liner IP position compresses. The roadmap to de-risk both dimensions is straightforward in principle: targeted ALD deposition experiments on SrB4O7 and Al5BO9 film coupons (the two highest-bandgap options) would either confirm or falsify the compositions as practical liner candidates within a laboratory program, and the results would sharpen both the technical claim set and the licensing narrative significantly. BPO4's backup status should be maintained rather than elevated until two-engine phonon consensus validation is completed.

More in Glass-core packaging

Related assets in the same portfolio — each a separately filed position

License or acquire Wide-bandgap borate and aluminoborate insulating liner alternatives for glass-core vias

Request the full data room: complete claim set, proof packet, FTO memo, and licensing / acquisition terms.

Results are informational and should be validated by qualified professionals. See Terms of Service