Serenity Shoutout LPK: Glass Substrate Could Be the Next Turn in Packaging Technology

BlockBeats News, June 17th, Serenity stated that, if its assessment is accurate, LPK had previously claimed that "80% of the world's major customers have selected LPKF equipment." It believes that glass substrates are clearly becoming the next direction of packaging technology transformation.

Serenity stated that based on the estimated timeline, key players such as Absolics are expected to ramp up in the second half of 2026, with Samsung Electric and its partners expected to make progress in 2027. This will be followed by significant technological shifts such as TSMC's CoPoS, possibly around 2028, although it is not yet confirmed whether LPK has the upstream exposure for this.

Serenity mentioned that just the statement "80% of customers choose LPKF equipment" is already quite remarkable. Its personal expectation is that as relevant capacity enters the mass production stage, the market may eventually factor this in the price. It disclosed that it currently holds LPK. Any price increase may not necessarily require a major news catalyst and could simply be the market gradually approaching the timeline for large-scale production.