Svmuu “New Stock God” Serenity posted on platform X, stating that the Glass Core Substrates market is expected to achieve a compound annual growth rate (CAGR) of 67.2% starting from 2028, an astonishing growth rate. However, the actual volume ramp-up for this industry may occur earlier than forecasted, with an expected start in the second half of 2026 and an accelerated climb phase in the first half of 2027, rather than waiting until 2028.
Serenity pointed out that despite differing views on the timeline, the overall industry trend remains "directionally correct and very strong" for glass substrate industry chain companies such as LPKF Laser & Electronics and SKC’s Absolics. He also reiterated that co-packaged optics (CPO) remains one of the technological trends with the greatest exponential growth potential currently. However, he emphasized that investors should appropriately allocate to multiple high-growth tracks to capture a more comprehensive share of the technology cycle dividends.