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Since 2026, the global electronic information industry has been rocked by significant volatility, primarily stemming from geopolitical tensions and a sharp uptick in demand for AI computing capabilities. Printed circuit boards (PCBs), which are integral to electronic products, witnessed an astonishing 40% price hike within just one month in April, marking an unprecedented peak. This surge in costs has cascaded down to downstream industries, including panel manufacturing, LED displays, and semiconductor packaging. Concurrently, the burgeoning demand for AI and the impending physical limitations of organic substrates have spurred a heightened focus on display glass substrates and packaging glass substrates within the industry. These alternatives are gaining traction due to their cost stability and superior performance characteristics.
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