HK Stock Market Move | Lens Technology (06613) rose more than 7%, CCTV focuses on the company's breakthrough in AI glass substrates, and is currently cooperating with domestic and foreign customers to test and send samples.

Lens Technology (06613) surged more than 7%, up 5.93% at the time of writing, at 27.88 Hong Kong dollars, with a turnover of 4.34 billion Hong Kong dollars. Recently, according to reports from CCTV financial channel, CCTV-2, Lens Technology has successfully overcome production barriers in the manufacturing of AI glass substrates (TGV) for micro hole production and metal filling. It is reported that the company has accurately created 3 million micrometer-level through-holes on a thin and brittle glass plate measuring 510515mm, achieving a 100% penetration rate with extremely smooth hole walls. The company's 30,000 square meter dedicated factory and supporting production lines are expected to be fully operational by the end of 2026, and samples have been sent to top chip and packaging customers both domestically and internationally for testing. Guosen believes that the demand for AI computing is rapidly increasing and driving chip packaging towards continuous optimization for larger area, higher I/O density, more HBM integration, and lower power consumption. Glass substrates, with their low dielectric loss, high flatness, thermal expansion coefficient similar to silicon, and TGV high-density interconnection capability, are expected to become an important solution in advanced packaging. Leading manufacturers continue to invest in glass substrates, indicating that it is becoming an important direction for advanced packaging upgrades. Guosen also notes that Lens Technology has released TGV glass substrate technology and is conducting joint development validation with overseas customers for the manufacturing processes of glass core boards.