“New Stock God” Serenity: A New Cycle of AI Advanced Packaging Approaches, Glass Substrate Industry Chain at a Key Juncture

Odaily Planet Daily News “New Stock God” Serenity posted on platform X, stating that a new cycle of AI advanced packaging is approaching. They also shared recent information regarding the timeline and key market participants in the glass substrate industry chain. This includes: SKC Absolics planning mass production in the second half of 2026, mainly serving AMD customers; Samsung Electro-Mechanics × Sumitomo Chemical planning mass production in the second half of 2027, mainly serving Apple, Broadcom, and large cloud computing vendors; TSMC’s CoPoS roadmap forecast of 2–3 years being largely accurate; Innolux being one of the beneficiaries; SHMD potentially benefiting as well, though its financial position 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 benefit from these waves of mass production.