Glass Substrate Industry Gains Momentum, Yet Firms Report Being in Tech Reserve or R&D Validation Phases
6 hour ago / Read about 0 minute
Author:小编   

TSMC has recently unveiled its 'CoWoS Glass Substrate Development Initiative,' significantly heightening market interest in the glass substrate sector. On June 17, a surge was observed in A-share stocks related to glass substrate concepts. Notably, Kibing Group's shares soared to the daily limit for three consecutive days, closely followed by Changxin Technology, MediTek, and WG Tech, which also reached their daily limits. That same evening, companies including Fastprint, MediTek, WG Tech, and Kibing Group released statements detailing the progress of their glass substrate operations. They clarified that they are currently in the technological reserve or R&D validation stages, emphasizing that it will take considerable time before substantial revenue from mass production can be realized. This indicates a notable disparity between the capital market's enthusiasm and the current technological landscape.