Orient securities released research reports stating that glass substrates are the main direction for overseas leading manufacturers such as Nvidia, Intel, and Apple to improve chip performance with the benefits of increased AI computing power, leading substrate development. On the supply side, the process of domestic substitution of glass substrates is accelerating due to triple logic resonance; on the demand side, the release of glass substrate demand space due to the evolution of multi-domain technology. Companies related to domestic substitution logic, Mini/Micro LED, and advanced packaging are expected to expand their glass substrate business and bring new growth curves with their technology accumulation. Recommended companies to focus on for glass substrate layout are WG Tech, JCET Group Co., Ltd, Shenzhen fastprint circuit tech, Zhejiang crystal-optech, Zhejiang Lante optics, Sai Microelectronics Inc., as well as TGV laser equipment manufacturers Wuhan DR Laser Technology Corp., Han's Laser Technology Industry Group, and Huagong Tech.