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SHMDBullishIndustry Newsnews

Medium materiality6/10

SHMD climbs as chipmakers explore glass substrates, signaling potential orders

Sep 28, 2026, 10:28 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive sentiment from leading-chipmaker interest and SHMD's acknowledged supply-chain involvement triggered a near-term stock jump; lack of confirmed orders keeps upside uncertain.

AI summary

What happened, with direct paths to the underlying reporting

SHMD rose after a Seoul Economic Daily report that Nvidia, AMD, and Intel are examining glass substrate technology for next-gen chips. Schmid says it is engaging major supply-chain players and aiding commercialization of glass core substrates. If these talks translate into contracts, SHMD could benefit from broader adoption of advanced packaging and memory density gains.

Nvidia, AMD and Intel eye glass substrates for future chips. SHMD gains on potential orders.
Seoul Economic Daily cites Nvidia CEO talk with SK Group on glass substrates; discussions reportedly include TSMC.
Schmid CSO says engagement with major supply chain players to commercialize glass substrates.
SHMD up about 9.38% to $4.78 on the news.

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