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Glass substrates, distinguished by their flatness, ultra-thin profile, and high purity, constitute essential materials for display panels and semiconductor packaging, often hailed as the 'cornerstone' of the electronics sector. Industry consensus points to 2026 as the year when commercial validation of semiconductor glass substrates will commence, a prospect that has consistently drawn keen interest from the capital market. Several fund managers have disclosed to our reporters that the current surge in the sector is primarily fueled by the emergence of new application scenarios for semiconductor glass substrates, which harbor substantial medium- to long-term demand potential within the industry. It is anticipated that the domestic industrial chain will experience a leapfrog advancement through this technological metamorphosis.
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