Timeline estimates for glass substrate adoption by major players, with first mover SKC Abs
Timeline estimates for glass substrate adoption by major players, with first mover SKC Absolics in H2 2026, followed by Samsung Electro-Mechanics H2 2027, and uncertainty around Intel's 2030 reports.
“Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers Idk about $INTC 2030 reports, we’ll see. $TSM CoPoS was 2-3Y was correct though from recent TSM chairman comments. Innolux was interesting beneficiary. $SHMD should be too off TSM but financials were pretty toxic. Same players should appear multiple times, eg innolux + SKC. Also applies to $LPK and upstream equipment seller around these ramps.”Original post：X / @aleabitoreddit ↗