ONTO

历史观点（1 条，最新在上）

1. 2026/07/03 10:09UTC看多跳转 X 原文 →

   English · 原文

   So positive readthrough on the upstream glass substrate supply chain: - Sumitomo Chemical and Samsung Electro-Mechanics formally establish JV in Korea within the year to handle the glass core substrate business (GlaSSEM). Main thing was timeline/funding was finalized: "full scale commercialization targeted H2 2027" for the Samsung/Dongwoo JV / KRW 482.1B planned capital. Think the "full scale commercialization" is the word to highlight, since that would imply timeline moving faster than expected than starting ramp or early production H2 2027. So... TGV/LIDE with $LPK (that I own)/E&R and Onto in terms of yields are just some examples of possible sector beneficiaries. Since companies like LPK stated in the past: “80% of customers among major global players have selected LPKF equipment” and targeted "70% of LIDE market share target for TGV in the glass-core ramp". These players also typically have revenue pulled forward, since equipment orders during capex cycle hit before actual ramp. Regardless, just an update on developments.

   2026/07/03 10:09UTC看多跳转 X 原文 →

   中文 · 翻译

   那么，上游玻璃基板供应链传来了积极消息： - 住友化学和三星电机将在年内正式在韩国成立合资企业，负责玻璃核心基板业务 (GlaSSEM)。 关键是时间表和资金都确定了：三星/Dongwoo 合资企业计划投入 482.1 亿韩元，目标是在 2027 年下半年“全面商业化”。 我觉得“全面商业化”这个词是重点，因为这意味着时间线可能比预期的要快，而不是 2027 年下半年才开始试产或早期生产。 所以……在良率方面，TGV/LIDE 相关厂商，比如我持有的 $LPK、E&R 和 Onto，都可能是这个行业的一些受益者。 因为像 LPK 这样的公司过去曾表示：“在全球主要厂商中，80% 的客户选择了 LPKF 设备”，并设定了“在玻璃核心基板量产中，TGV LIDE 市场份额目标为