中文翻译
Digitimes：$GLW 领先 KCC 和 LX Glass 的玻璃核心基板业务。 “玻璃核心基板……是下一代先进半导体封装的关键。” 除了其结构性重要性之外，玻璃核心封装的商业化时间线似乎也在加速。我们已经接近 H2，2027 年大概就是拐点。 我在上游玻璃核心名字里确实有仓位，不过最近的新闻也确认了它的重要性。
· 供应链分析
GLW 在玻璃基板上领跑
涉及标的： $GLW
英文原文
Digitimes: $GLW leads glass core substrate vs. KCC and LX Glass "Glass core substrates ... are key to next-generation advanced semiconductor packaging". On top of its structural importance, the commercialization timeline for glass core packaging seems to be accelerating as well. We're close to H2 and 2027 is probably the inflection point. I do have positions in the glass core names upstream, but recent news confirms the importance.