'New Stock God' Serenity Explains the Glass Substrate Battle: SKC Supplies AMD, Samsung Electro-Mechanics Targets Apple and Broadcom

BlockBeats News, June 7, 'New Stock God' Serenity today outlined the mass production timeline of key suppliers in the glass substrate sector. SKC's subsidiary Absolics is expected to begin mass production in the second half of 2026, in collaboration with Applied Materials, with AMD as its client. Samsung Electro-Mechanics is projected to start mass production in the second half of 2027, partnering with Sumitomo Chemical, with clients including Apple, Broadcom, and hyperscale cloud providers. Serenity noted uncertainty regarding Intel's claim of mass production by 2030, while TSMC's CoPoS technology requiring 2 to 3 more years for evaluation has been confirmed as accurate, based on recent statements from TSMC's chairman. Serenity also highlighted key players in the supply chain that may repeatedly emerge: Innolux is identified as an 'interesting beneficiary' of TSMC's CoPoS roadmap, while SHMD theoretically should benefit from TSMC's direction but is in 'quite poor' financial condition. Serenity advised paying attention to LPK and upstream equipment suppliers, as these players are likely to continue benefiting during the ramp-up cycle of glass substrate mass production. As the next step in advanced packaging, glass substrates are currently at a critical juncture transitioning from technical validation to mass production allocation. [Original Link]