“新股神”Serenity：AI先进封装新周期临近，玻璃基板产业链迎关键节点

Odaily Planet Daily News "New Stock God" Serenity posted on platform X, stating that a new cycle of AI advanced packaging is approaching. Meanwhile, he shared recent timelines and key market participants in the glass substrate supply chain, including: SKC Absolics plans mass production in the second half of 2026, primarily serving AMD customers; Samsung Electro-Mechanics × Sumitomo Chemical plans mass production in the second half of 2027, mainly serving Apple, Broadcom, and large cloud computing vendors; TSMC's 2–3 year forecast for the CoPoS roadmap is largely accurate; Innolux is one of the beneficiaries, and SHMD may also benefit, though its financial position is relatively weak.

Serenity believes that participants in the relevant supply chain may benefit multiple times, such as Innolux and SKC, while upstream equipment suppliers will also benefit from these mass production waves.