PANews reported on June 7th that Serenity, the "new stock market guru," posted on the X platform that a new cycle for advanced AI packaging is approaching. He also shared recent timelines and key market players in the glass substrate industry chain, including: SKC Absolics plans to begin mass production in the second half of 2026, primarily serving AMD customers; Samsung Electro-Mechanics and Sumitomo Chemical plan to begin mass production in the second half of 2027, primarily serving Apple, Broadcom, and major cloud computing companies; TSMC's 2-3 year forecast for the CoPoS route is basically accurate; Innolux is one of the beneficiaries; and SHMD may also benefit, but its financial situation is relatively weak.

Serenity believes that participants in the relevant industry chain may benefit multiple times, such as Innolux and SKC, while upstream equipment suppliers will also benefit from these mass production waves.