Serenity Shoutout LPK: Glass Substrate Could Be the Next Wave of Packaging Technology

BlockBeats News, June 17th, Serenity stated in a post that, if its assessment is correct, LPK had previously stated that "80% of the world's major customers have chosen LPKF equipment." It believes that glass substrate is clearly becoming the next direction of packaging technology transformation.

Serenity indicated that based on the expected timeline, key players such as Absolics are expected to ramp up in the second half of 2026, with Samsung Electric and its partners expected to make progress in 2027. This will be followed by significant technological transitions such as TSMC's CoPoS, possibly around 2028, although it is still unconfirmed whether LPK has the upstream exposure.

Serenity stated that the mere statement of "80% of customers choosing LPKF equipment" is already remarkable. Its personal expectation is that as relevant production capacity reaches volume production stage, the market may eventually factor this in the price. It disclosed that it currently holds LPK. The upward movement may not necessarily require a significant news catalyst; it may just be the market gradually approaching the timeline of mass production.