Serenity, known as the "new stock market guru," announced on the X platform that a new cycle for advanced AI packaging is imminent. Key players in the glass substrate industry, such as SKC Absolics, Samsung Electro-Mechanics, and Sumitomo Chemical, are gearing up for mass production. SKC Absolics plans to start mass production in late 2026, targeting AMD customers, while Samsung and Sumitomo aim for late 2027, focusing on Apple, Broadcom, and cloud computing firms. TSMC's CoPoS route forecast remains accurate, with Innolux and SHMD poised to benefit, despite SHMD's weaker financials. Serenity suggests that industry participants, including upstream equipment suppliers, could see multiple benefits from these developments.