LIWEI_TW Capital(@LIWEI_TWCapital):So …CoPoS Mass Production 2029 H1? And glass free?? 😨😨 Then why are Taiwan’s CoPoS + glass substrate supply chain stocks are already up 5x… ? Is it a joke?

2026.07.03 11:21

So …CoPoS Mass Production 2029 H1? And glass free?? 😨😨 Then why are Taiwan’s CoPoS + glass substrate supply chain stocks are already up 5x… ? Is it a joke?

Jukan@jukan05

2026.07.03 09:53

Tech Taiwan reports: TSMC’s CoPoS is expected to enter mass production in the first half of 2029. Samsung Electro-Mechanics (SEMCO), a Samsung Group affiliate, along with Japan’s Toppan and other substrate manufacturers across Japan and South Korea, have all joined the race to develop glass-core substrates and have recently begun submitting engineering samples to TSMC. TSMC never even considered glass interposers.

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