6月6日消息,东方证券研报指出,先进封装持续演进,玻璃基板大有可为。玻璃基板具备多重技术优势,市场潜力有望随AI算力高增进一步释放。受益国产替代逻辑及Mini/MicroLED、先进封装领域需求激增,国内相关厂商有望凭借自身技术积累拓展玻璃基板业务带来成长新曲线。
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