「Stock God」 Serenity Explains the Glass Substrate Battle: SKC Supplies AMD, Samsung Electro-Mechanics Secures Apple, Broadcom

BlockBeats News, June 7th, The "Stock God" Serenity today sorted out the core supplier mass production schedule in the glass substrate field. SKC's subsidiary Absolics is expected to start mass production in the second half of 2026, cooperating with Applied Materials, with AMD as the customer; Samsung Electro-Mechanics is expected to begin mass production in the second half of 2027, partnering with Sumitomo Chemical, serving customers including Apple, Broadcom, and hyperscale cloud providers. Serenity stated that the information regarding Intel's mass production in 2030 is uncertain. At the same time, the 2 to 3-year judgment on TSMC's CoWoS technology has been proven correct, as mentioned recently by TSMC's chairman.

Serenity also pointed out key players that may appear repeatedly in the industry chain: Innolux benefits from TSMC's CoWoS route as an "interesting beneficiary"; SHMD theoretically should also benefit from TSMC's direction, but its financial situation is "quite bad." Serenity reminded 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 phase. The glass substrate, as the next stop in advanced packaging, is currently at a critical juncture from technology validation to mass production deployment.