영문 산업보고서 공유

✅ 영문 산업보고서 공유 이전에 말씀드린 것처럼, 저희는 영문 리포트를 정기적으로 발간하고 있습니다. 이번 주 리포트 주제는 유리기판(Glass Core Substrate) 산업입니다. 영문 리포트가 필요하신 분들은 자유롭게 활용하시거나 공유해 주세요. ———— ✅ This week's sector report: Glass Core Substrates As AI packages scale up, the industry needs a structural alternative to silicon interposers. With TSMC's CoWoS running near full capacity, Intel's EMIB packaging is gaining traction — and Intel's active investment in glass core substrates is drawing serious attention. At ECTC 2026, glass core substrates are headlining the main packaging sessions for the first time, with concrete application data set to be publicly disclosed. Commercialization is no longer theoretical — it's beginning now. This report covers the investment thesis behind glass core substrates and analyzes Korean value chain companies at the forefront of commercialization. 📈 SKC (011790.KS) | 📈 FNS Tech (083500.KQ) | 📈 YCCHEM (112290.KQ) ✅ Growth Research — Independent Equity Research https://t.me/growthresearch