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CITIC Securities: Optimistic about the future development and investment opportunities of the glass-based substrate industry chain

MarsBitNews
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Mars Finance News, June 7 — CITIC Securities research report states that driven by the demand for AI computing power infrastructure upgrades, glass-based substrates are expected to become an important upgrade direction for future packaging substrates due to their CTE advantages, higher flatness, lower warping, more precise TGV hole/line dimensions, and higher interconnection density. Currently, customer demand is urgent, and investments across the industry chain are substantial, with the commercialization pace likely to exceed expectations. CITIC Securities estimates the medium- to long-term potential space in the industry to be over 60 billion yuan, and is optimistic about the future development and investment opportunities in the glass-based substrate industry chain, recommending focus on key process links and benefiting equipment manufacturers. (Wide-angle observation)
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