"New Stock Market Guru" Serenity analyzes the glass substrate battle: SKC supplies AMD, Samsung Electro-Mechanics targets Apple and Broadcom.

According to Mars Finance, on June 7th, "new stock market guru" Serenity outlined the mass production timelines of key suppliers in the glass substrate industry. SKC's Absolics is expected to begin mass production in the second half of 2026, collaborating with Applied Materials, with AMD as a customer; Samsung Electro-Mechanics is expected to begin mass production in the second half of 2027, partnering with Sumitomo Chemical, with customers including Apple, Broadcom, and hyperscale cloud providers. Serenity stated that the claim of Intel's 2030 mass production is uncertain, and the assessment that TSMC's CoPoS technology still requires 2 to 3 years has been proven correct, a statement from TSMC's chairman recently. Serenity also pointed out key players in the supply chain who may recur: Innolux is an "interesting beneficiary" of TSMC's CoPoS route; SHMD should theoretically also benefit from TSMC's direction, but its financial situation is "quite bad." Serenity cautioned that attention should be paid to LPK and upstream equipment suppliers, as these players are expected to continue to benefit during the glass substrate mass production ramp-up cycle. As the next step in advanced packaging, glass substrates are at a critical juncture, transitioning from technology verification to mass production and distribution.