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GLASS is a Web3 community & rewards platform purpose-built for the alcohol industry. GLASS members earn tokens from their favorite brands by buying drinks, meeting up with friends at bars, and more, and then use those tokens to unlock rewards from free drinks to VIP events – all atop a compliance protocol that manages complex alcohol regulations.
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“New Stock God” Serenity: AI Advanced Packaging New Cycle Approaching, Glass Substrate Industry Chain at Key Juncture
“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.
“New Stock God” Serenity is Bullish on the Glass Substrate Sector, Expecting Over 67% Compound Annual Growth for the Industry
Odaily “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, an astonishing growth rate. However, the actual volume ramp-up for this industry may occur earlier than forecasted, with an expected start in the second half of 2026 and an accelerated climb 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 industry chain companies such as LPKF Laser & Electronics and SKC’s Absolics. He also reiterated that co-packaged optics (CPO) remains one of the technological trends with the greatest exponential growth potential currently. However, he emphasized that investors should appropriately allocate to multiple high-growth tracks to capture a more comprehensive share of the technology cycle dividends.