B[The concept of glass substrates fluctuated and weakened, and Vogel Optoelectronics approached the lower limit] On October 8th, the concept of glass substrates fluctuated and weakened, Vogel Optoelectronics approached the lower limit, Dier Laser and Medicay fell more than 10%, and Gobiga, Delong Laser, Caihong Shares, Lens Technology, Linuo Medicine Kit, and Triumph Technology all fell more than 5%. B[The concept of glass substrates has moved up, Wufang Optoelectronics has risen by the daily limit] On September 30th, in early trading, the concept of glass substrates has moved up, Wufang Optoelectronics has reached the daily limit, and Lehman Optoelectronics, Crystal Optoelectronics, Dier Laser, Gebijia, and Rainbow Shares have quickly followed suit. According to the news, Nvidia is evaluating the use of glass substrate solutions and is cooperating with German equipment manufacturer SCHMID and other companies. B[The concept of glass substrates has repeatedly strengthened, and Jinchen Co., Ltd. has repeatedly strengthened its 3-link board] According to reports on September 28, the concept of glass substrates has repeatedly strengthened recently, and Jinchen shares have stepped out of the 3-link board. Caihong Shares, Lehman Optoelectronics, Ancai Hi-Tech, Gebijia, and Triumph Technology were among the top gainers. On the news, according to reports from Korean media "Seoul Economic Daily" and Korean technology media KIPOST, Nvidia is evaluating the use of glass substrate solutions and is cooperating with German equipment manufacturer SCHMID and other companies. It hopes that substrate manufacturers in South Korea, Japan and Taiwan will complete the development of glass substrates within two years, and it will be implemented as soon as 2028. B[Haimuxing: Collaborative speed-up of TGV’s entire chain can significantly shorten core parameter iterations] On September 24th, Haimingxing’s survey table showed that the company relies on the self-developed and self-produced model of lasers, laser equipment, and wet etching. When faced with TGV business needs, the response speed, customization capabilities, and costs are significantly better than the external procurement integration model. The thickness of the glass substrate increases from 0.5mm to 1.5mm, which requires coordinated adjustment of the entire chain of lasers, optical paths, and wet processes. Currently, the company has significantly shortened the iteration cycle of core parameters. At the same time, its ultrafast lasers already have mass production capabilities. B[Glass substrate concept is active, Vogel Optoelectronics is approaching the daily limit] On September 23, the glass substrate concept is active, Vogel Optoelectronics is approaching the daily limit, Dier Laser, Caihong Shares, Linuo Medical Kit, and BOE A are following the rise. In terms of news, Chen Yanshun, chairman of BOE, announced at the 2026 BOE Global Innovation Partners Conference that the company’s R&D investment will exceed 80 billion yuan and procurement expenditure will exceed 800 billion yuan in the next five years. It is clear that investment plans for two mass production lines of glass-based perovskite devices and glass-based packaging carrier boards will be finalized within the next year. B[The concept of glass substrates fluctuated and rose, and Vogel Optoelectronics hit the daily limit] On September 17th, the concept of glass substrates fluctuated and rose, Vogel Optoelectronics hit the daily limit, and Linuo Medicine Packet, BOE A, Rainbow Shares, and Red Star Development followed suit. On the news, on September 11, Corning announced that due to the impact of exchange rates and inflation factors, the company will implement price adjustments of 15% or more for display glass substrate products priced in Japanese yen globally, and will take effect in the fourth quarter of 2026.
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