"New Stock God" Serenity Optimistic About Glass Substrate Sector, Expecting Over 67% CAGR

The "New Stock God" Serenity posted on platform X, stating that the Glass Core Substrates market is expected to achieve a compound annual growth rate (CAGR) of 67.2% starting from 2028, marking a remarkably rapid growth rate. However, the actual volume ramp-up in this industry may occur earlier than predicted, with the launch expected to begin in the second half of 2026 and entering an accelerated ramp-up phase in the first half of 2027, rather than waiting until 2028.

Serenity pointed out that despite differing views on the timeline, the overall industry trend remains "directionally correct and very strong" for glass substrate supply chain companies such as LPKF Laser & Electronics and SKC's Absolics. Serenity also reiterated that Co-Packaged Optics (CPO) remains one of the most exponentially growth-potential technology trends at present. However, simultaneously, Serenity emphasized that investors should appropriately allocate across multiple high-growth tracks to gain a more comprehensive share of the technology cycle dividend.