Feels like glass substrate timelines got pushed back at least another quarter.
- "Samsung Electro-Mechanics Delays Semiconductor Glass Substrate Investment" due to a bottleneck in customer reliability evaluations of prototypes.At its recent second-quarter earnings presentation, less than a month later, the company revised the start of operations to 2028.- "SKC Reportedly Pushes Glass Substrate Mass Production to 2027, Targets Final Validation by Year-end" (Trendforce), earlier last month. TLDR: - SKC Absolics H2 2026 -> H1 2027- Samsung H2 2027 -> H1 2028Not everything is always good news with timeline shifts, but glass core substrate shifts do feel imminent.Volume ramp for some players eg. $LPK / Philoptics (161580) / E&R (8027) likely track these mass production timelines.The copyright of this article belongs to the original author/organization.
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