Serenity calls out LPK: Glass substrate may become the next round of packaging technology shift BlockBeats News: On June 17th, Serenity issued a statement stating that if its judgment is not biased, LPK had previously stated that "80% of major global customers have chosen LPKF devices". It is believed that glass substrates are clearly becoming the next direction of packaging technology transformation. Serenity stated that based on the expected timeline, major players such as Absolics are expected to increase their volume in the second half of 2026, while Samsung Electric and its partners are expected to advance related progress in 2027. Subsequently, there will be major technological shifts such as TSMC CoPoS, which may take place in 2028, but it is still uncertain whether LPK has its upstream exposure. Serenity claims that the statement that "80% of customers choose LPKF devices" is already astonishing. My personal expectation is that as the relevant production capacity enters the stage of increasing volume, the market may eventually include this factor in the price. It is disclosed that it currently holds LPK. The related rise does not necessarily require major news catalysis, it may just be the market gradually approaching the timeline for mass production. [Original link]