What an unholy ramp for glass core substrates… (GNC/SEMI projections)From 2028 onward with 67.2% forecasted compound growth.Don’t really agree with the chart though, since it should be H2 2026 (start) / H1 2027 (ramp up) rather than 2028?But regardless overall trend for $LPK to SKC Absolics (011790.KS) is directionally right and very strong.I still think CPO is probably the most of exponential paradigm shift out of any technology trend though. But always good to get exposure to multiple.

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;