On June 7, the 'New Stock God' Serenity outlined the core suppliers' mass production timelines in the glass substrate sector. SKC's Absolics is expected to lead mass production in the second half of 2026, collaborating with Yungtay Engineering, with AMD as its client. Samsung Electro-Mechanics anticipates mass production in the second half of 2027, partnering with Sumitomo Chemical, serving clients including Apple, Broadcom, and major cloud service providers. Serenity expressed uncertainty regarding Intel's claim of mass production by 2030, while noting that TSMC's CoPoS technology still requires 2 to 3 years for validation, a statement confirmed by TSMC's chairman recently. Serenity also highlighted potential key players in the supply chain: Innolux is seen as an 'interesting beneficiary' from TSMC's CoPoS route; SHMD is theoretically expected to benefit from TSMC's direction, but its financial situation is 'quite poor.' Serenity advises monitoring LPK and upstream equipment suppliers, as these players are likely to continue benefiting during the ramp-up period of glass substrate mass production. As the next step in advanced packaging, glass substrates are at a critical window transitioning from technology validation to mass production allocation.