O-Film Says Zhongke Daojing Glass-Substrate Packaging Products Enter Small-Batch Supply

The signal here is less the small-batch supply itself than the timing: a glass-substrate packaging line reaching initial shipments while a dedicated optical micro-nano subsidiary is being stood up suggests O-Film is building an integrated position across packaging and optical interconnect rather than treating them as separate bets. That combination matters for the advanced-packaging supply chain, where glass substrates are being positioned as an alternative to organic carriers for AI-era chips. Whether small-batch volumes convert into repeat, scaled orders is the open question, and the subsidiary's ramp is the next observable milestone.