NuAxiSemiconductor trade intelligence
🔥 #China reportedly has more than 10 companies pursuing #glasssubstrates, with some said to be narrowing the gap with South Korean rivals, while #B...
What happened
TrendForce reports over 10 Chinese companies pursuing glass substrates, with BOE establishing a pilot line, narrowing the gap with Korean rivals. This indicates intensifying competition and potential supply expansion in the advanced packaging materials sector. Bearish for pricing due to increased supply capacity.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Glass Substrates
BOEVisionox
capacity-expansioncompetitionglass-substrate
Source and time
Source: TrendForce Official (Market Data) · 6/10/2026 · View original source
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