"New Stock Market Guru" Serenity: A New Cycle for Advanced AI Packaging is Approaching, and the Glass Substrate Industry Chain is Reaching a Key Node.

On June 7th, CoinFeed reported that Serenity, a self-proclaimed "new stock market guru," published an article on the X platform stating that a new cycle for advanced AI packaging is approaching. He also shared recent timelines and key market players in the glass substrate industry chain, including: SKC Absolics plans mass production in the second half of 2026, primarily serving AMD customers; Samsung Electro-Mechanics and Sumitomo Chemical plan mass production in the second half of 2027, primarily serving Apple, Broadcom, and major cloud computing vendors; TSMC's 2-3 year forecast for its CoPoS route is largely accurate; Innolux is one of the beneficiaries; and SHMD may also benefit, but its financial situation is relatively weak. Serenity believes that participants in the relevant industry chain may benefit multiple times, such as Innolux and SKC, while upstream equipment suppliers will also benefit from these mass production waves.