Data compiled by Woofun AI shows LPK equipment has secured selection from 80% of global major customers, signaling a definitive shift toward glass substrates in packaging technology. This widespread adoption underscores the sector's transition, with industry leaders aligning their roadmaps around this emerging standard.

Absolics is projected to initiate volume production in the second half of 2026, followed by Samsung Electric and its partners achieving milestones in 2027. TSMC's CoPoS technology transition is anticipated around 2028, though LPK's direct upstream exposure remains unverified. Market participants are increasingly incorporating these production schedules into valuation models, suggesting potential upward price momentum as mass production dates approach.