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The concept of glass substrates continues its strong momentum, and DILAS Laser rises over 10%.
Mars Finance News: On April 17, the glass substrate concept continued to show strong momentum. DILASER rose by more than 10%, while Kaige Precision, Delong Laser, Vogo Optoelectronics, Medikai, and Aoshicchuang surged to higher levels. On the news front, TSMC said it is building pilot production lines for CoPoS packaging technology, with an estimated timeline of several years before it can enter mass production. Industry insiders noted that TSMC is extending its CoWoS technology route to CoPoS. The long-term goal is to replace the silicon intermediary layer with glass substrates to reduce costs, improve production capacity efficiency, and meet the massive demand from AI chip customers. (KeGuBao Broadcast)