Price impact: 1Direction: upSource: DigiTimes Daily
The DigiTimes item says Samsung Electro-Mechanics used its second-quarter earnings call to highlight growing AI infrastructure demand. The company cited long-term supply contracts, increased capital spending, and a formalized glass-substrate venture, with production eyed for 2027. For RamTrend, this is an indirect AI supply-chain signal: glass substrates and related packaging technologies are part of the broader build-out around high-performance processors, where memory bandwidth and advanced packaging remain linked constraints.
Samsung Electro-MechanicsGlass SubstrateAdvanced PackagingAI Infrastructure
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