Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers Idk about $INTC 2030 reports, we’ll see. $
@aleabitoreddit·7 de jun. de 2026·neutro
Ler artigoResumo IA
Trendforce reiterates timelines for glass substrate adoption by key players including SKC Absolics, Samsung Electromechanics, and major tech companies like AMD, Apple, and hyperscalers.
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