Serenity（白毛股神）@aleabitoreddit发帖2026-06-07

玻璃基板采用时间线估算：SKC Absolics 2026年下半年率先进入，三星电机2027年下半年跟进，英特尔2030年报告存不确定性。

玻璃基板采用时间线估算：SKC Absolics 2026年下半年率先进入，三星电机2027年下半年跟进，英特尔2030年报告存不确定性。

“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.”