---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000854294.md"
description: "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."
datetime: "2026-08-14T04:06:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000854294.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000854294.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000854294.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Feels like glass substrate timelines got pushed ba…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**