Daniel Romero(@HyperTechInvest):Development by 2028 and mass production by 2030 was always the predicted timeline, to be fair $LPK, Absolics, Rapidus, and SEMCO were aiming for mass production by 2028, but that seems unlikely, at least not at a large scale across the industry

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Daniel Romero@HyperTechInvest

2026.09.22 19:35

Development by 2028 and mass production by 2030 was always the predicted timeline, to be fair $LPK, Absolics, Rapidus, and SEMCO were aiming for mass production by 2028, but that seems unlikely, at least not at a large scale across the industry

Jukan@jukan05

2026.09.22 13:30

Korean media reports that Nvidia has asked substrate makers in South Korea, Japan, and Taiwan to complete glass substrate development within two years, potentially before 2028.