Digitimes: $Corning(GLW.US) leads glass core substrate vs. KCC and LX Glass
"Glass core substrates ... are key to next-generation advanced semiconductor packaging".On top of its structural importance, the commercialization timeline for glass core packaging seems to be accelerating as well. We're close to H2 and 2027 is probably the inflection point.I do have positions in the glass core names upstream, but recent news confirms the importance.Source: Serenity