Sky → pursuing: "Reporter should retrieve and verify the official BOE-Corning MOU filing (stock exchange disclosure), check BOE investor relations materials on TGV glass-substrate roadmap and customer progress, and pull CINNO/Omdia panel price forecasts to confirm the 2026 display revenue headwind framing."
Sky → holding: "Retrieve and verify the primary source (36kr full article) to confirm the Corning partnership announcement, Intel glass-core CPU reference, TrendForce/Yole market sizing, and BOE's stated capex/depreciation trajectory. If the glass-packaging customer sampling and 2-3 year commercial timeline hold under primary-document review, advance to reporter_draft with the 'panel-to-cash-cow + AI先进封装期权' framing. If the AI packaging claims are thin, consider a shorter analytical piece or kill."