According to BlockBeats, Serenity said on Aug. 14 that the mass-production timetable for semiconductor glass substrates is now likely to be delayed by at least another quarter. The firm pointed to Samsung Electro-Mechanics, which has slowed its investment plans after customers encountered bottlenecks while running reliability evaluations on glass substrate prototypes. Samsung Electro-Mechanics also revised project start-up to 2028 during its latest second-quarter earnings call. At the same time, Absolics, a unit of SKC, had already pushed back its volume-production schedule from the second half of 2026 to the first half of 2027. Serenity's summary of major industry production nodes now lists Absolics from H1 2027 and Samsung from H1 2028. Serenity acknowledges that postponed timelines are not necessarily bearish, but argues that a change in the glass substrate supply-chain schedule appears imminent. For suppliers such as LPK, Philoptics (161580) and E&R (8027), capacity ramp-up may follow the large players' revised timelines.
Serenity said on Aug. 14 that semiconductor glass substrate mass-production timelines could slip by at least another quarter.
Samsung Electro-Mechanics has delayed related investment plans after clients hit snags in reliability assessments of glass substrate prototypes. At its latest second-quarter earnings call, the company pushed project start-up to 2028. SKC's Absolics had previously moved its own schedule back from the second half of 2026 to the first half of 2027.
Serenity now sees the industry's major production milestones as: SKC Absolics from H2 2026 to H1 2027, and Samsung from H2 2027 to H1 2028. The delay is not necessarily a negative, but an adjustment to the glass substrate supply chain's timeline appears imminent. Related manufacturers, including $LPK, Philoptics (161580) and E&R (8027), may follow the large producers' ramp-up pace.
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