Glass substrate explosion imminent, these are the potential stocks.

In the face of the challenges of heat dissipation and packaging brought by the surge in AI computing power, traditional organic substrates have approached their physical limits - the warping deformation at high temperatures restricts the improvement of chip performance. Glass substrates, with their excellent thermal stability, ultra-smooth surface, smoothness 5000 times that of organic materials, and the ability to guide light signals, have become the key to breaking through bottlenecks. Since the beginning of 2026, leading players such as Intel, Samsung, Apple, and TSMC have intensively entered this important race track, seeking to seize opportunities. According to Securities TimesData Treasure statistics, there are a total of 22 glass substrate concept stocks in the A-share market. Among them, Vocational Optoelectronics, Tianhe Defense, and Kaisheng New Energy are among the stocks that institutions unanimously predict to have net profit growth rates of over 100% in the next two years, demonstrating astonishing growth potential. In addition, institutions unanimously predict that McGemmet, Delnog Laser, and Medikai will have net profit growth rates of over 50% in the next two years. In terms of institutional attention, McGemmet, Tongfu Microelectronics, and Dier Laser have over 10 institutional ratings. Keg Precision Machinery, Optical Power Technology, and Tiancheng Technology all have ratings from three or more institutions.