KOL汇总玻璃基板光刻胶进展及NVDA/TSM基板产能锁定传闻

Just some random notes:

For glass substrates: "YC Chem has reportedly become the first in the industry to supply photoresists for glass substrates" (KR 112290)

- targeting EOY mass production, usually mass production + first to market is good for stock prices.

"is currently in discussions with more than three companies regarding the supply of glass substrate materials" so more qualifications.

"Samyang NC Chem is also developing photoresist materials for glass substrates" (482630)

- Sampling, mass production next year another glass substrate name

" $NVDA may seek to secure high-end substrate capacity in advance through long-term agreements, prepayments, or strategic partnerships, aiming to avoid a repeat of the supply constraints previously seen in CoWoS and HBM." This is in relation to $TSM COUPE on Substrate.

"As Commercial Times highlights, demand from AI GPUs, ASICs, and CPO could trigger another supply shortage of high-end ABF substrates by 2027."

So more substrate bottleneck stuff.

Then there's: "China's agreement to address US concerns over rare earth and critical mineral shortages specifically yttrium, scandium, neodymium and indium"

So good to look into yttrium, scandium, neodymium and indium supply chains if you want long ideas.

Everything is kinda correcting right now, but just something to keep a lookout for if ur interested in more random ideas.