“New Stock God” Serenity is Bullish on the Glass Substrate Sector, Expecting the Industry to See Over 67% CAGR

Odaily “New Stock God” Serenity posted on the X platform, stating that the Glass Core Substrates market is expected to achieve a 67.2% compound annual growth rate (CAGR) starting in 2028, indicating extremely rapid growth. However, the actual ramping up of the industry may occur earlier than predicted, with the start expected in the second half of 2026 and an accelerated climb in the first half of 2027, rather than waiting until 2028.

Serenity pointed out that despite differing views on the timeline, the overall industrial trend remains “directionally correct and very strong” for glass substrate supply chain companies such as LPKF Laser & Electronics and SKC’s Absolics. He also maintains that Co-Packaged Optics (CPO) remains one of the most exponentially growing technology trends currently. However, he emphasizes that investors should appropriately allocate across multiple high-growth tracks to capture a more comprehensive share of the technology cycle dividends.