Svmuu reported that “New Stock God” Serenity posted on X platform, stating that a new cycle of AI advanced packaging is approaching. He also shared recent key timelines and major market participants in the glass substrate industry chain, including: SKC Absolics plans to commence mass production in the second half of 2026, primarily serving AMD clients; Samsung Electro-Mechanics × Sumitomo Chemical plans to start mass production in the second half of 2027, primarily serving Apple, Broadcom, and major cloud computing vendors; TSMC’s CoPoS roadmap predictions for 2–3 years are 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 industry chain may benefit multiple times, such as Innolux and SKC. Meanwhile, upstream equipment suppliers will also benefit from these waves of mass production.