**[Serenity: Mass Production of Glass Substrates May Be Delayed by Another Quarter, Related Manufacturers' Ramp-Up Schedules Could Also Be Postponed]** BlockBeats News, August 14 – Serenity stated that the mass production timeline for semiconductor glass substrates appears to face the possibility of being delayed by at least another quarter. It pointed out that Samsung Electro-Mechanics recently postponed its investment plans due to bottlenecks encountered during customer reliability evaluations of glass substrate prototype products. In its latest Q2 earnings call, Samsung further adjusted the project’s production timeline to 2028. Additionally, the mass production timeline for SKC subsidiary Absolics' glass substrates had previously been postponed from the second half of 2026 to the first half of 2027. Serenity summarized that the current major industry mass production milestones are as follows: SKC Absolics has been delayed from the second half of 2026 to the first half of 2027, and Samsung has been delayed from the second half of 2027 to the first half of 2028. Serenity believes that while delays in mass production timelines are not necessarily bearish, the adjustments to the glass substrate industry chain’s schedule seem to be "imminent." For some related manufacturers, their capacity ramp-up schedules may follow the mass production timelines of these major players, including LPK, Philoptics (161580), and E&R (8027). [Original Link]