'New Stock God' Serenity: AI Advanced Packaging New Cycle Approaching, Glass Substrate Industry Chain Reaches Key Milestone

Odaily Planet Daily reports that 'New Stock God' Serenity posted on the X platform, stating that the new cycle of AI advanced packaging is approaching. Serenity also shared recent timelines and major market participants in the glass substrate industry chain, including: SKC Absolics plans to begin mass production in the second half of 2026, primarily serving AMD clients; Samsung Electro-Mechanics × Sumitomo Chemical plans to begin mass production in the second half of 2027, primarily serving Apple, Broadcom, and major cloud computing providers; TSMC's CoPoS roadmap predictions for 2–3 years are largely accurate; Innolux is one of the beneficiaries, and SHMD may also benefit, though its financial situation is relatively weak. Serenity believes that participants in the related industry chain may benefit multiple times, such as Innolux and SKC, while upstream equipment suppliers will also gain from these mass production waves.