---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000638239.md"
description: "For Glass Core Substrates, doesn't feel too bad going long on the SKC ecosystem? SKC (011790) - Is one of the Glass Core Substrate leaders with CHIPS ACT funding at ~$5.5B MCHB technologies (078150) - automated optical inspection / yields piggy backing off of SKC Absolics at ~$250M.SKC's copper foil / EV legacy drag seems to be bottoming. Their financials seem like a dumpster fire, but it's kinda priced into MC + better than US companies with $6B+ in dilution. HB seems lower risk, low p/e and yields for glass is going to be pretty important. I do have very small exposure to both. Was going to wait a bit longer but seems markets are pricing in Glass as the next possible memory/photonics trade.Source: Serenity"
datetime: "2026-05-07T00:37:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000638239.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000638239.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000638239.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# For Glass Core Substrates, doesn't feel too bad go…


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