🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 20:01:32时区推断·⟳ 抓取 20:06:33·⚡ 决策 06-17 20:10:30 +3m57s·132.2 天前
KOL发文看多LPKF玻璃基板封装设备份额及量产时间线
📄 原文Serenity↗ 原文
I mean... if i had to guess, $LPK did claim "80% of customers among major global players have selected LPKF equipment".…
不做 LPK.US
KOL个人逻辑分享与已知时间线梳理，无新订单、公告等实质性短期催化剂；玻璃基板概念已非新鲜话题，缺乏短期爆发点；且LPK.US大概率为OTC标的，流动性与交易结构存疑。
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I mean... if i had to guess, $LPK did claim "80% of customers among major global players have selected LPKF equipment".
Kinda clear glass substrates is the next packaging shift!
From est. timelines, major players like Absolics is ramping H2 2026, Samsung Electro Mechanics 2027 + their partners.
Then there's major shifts like TSM CoPoS 2028 (seems possible $LPK upstream exposure, unconfirmed).
Just that claim of 80% is staggering and my personal expectation was markets might price it in eventually as they volume ramp (disclosure, own LPK).
Don't think there needs to be any major news, probably just getting closer to HVM timelines.
Kinda clear glass substrates is the next packaging shift!
From est. timelines, major players like Absolics is ramping H2 2026, Samsung Electro Mechanics 2027 + their partners.
Then there's major shifts like TSM CoPoS 2028 (seems possible $LPK upstream exposure, unconfirmed).
Just that claim of 80% is staggering and my personal expectation was markets might price it in eventually as they volume ramp (disclosure, own LPK).
Don't think there needs to be any major news, probably just getting closer to HVM timelines.
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