JNTC 204270.KQ

4 atoms · 跨 1 天 · 首见 2026-05-21 · 最近 2026-05-21

三色: 🟦 fact 3 · 🟥 take 1 · stance ▲3/▼0/◆0

来源: X 4

时态: fresh:4

标签: 好数字:3 · 好思考:1 · 好信源:1

叙事 (narrative) (1)

• 2026-05-21 · glass substrate demand driver
  In order to increase capacity in 3.5" HDD, manufacturers (STX, WDC, etc) are adding disks/platters (11->12) + using HAMR to increase areal density by heating portions of media to 400-450c. This necessitates glass as aluminum distorts at these temps
  tags: 好思考 · → daily

预测 (forecast) (1)

• 2026-05-21 · revenue guidance from IRGO report
  On IRGO, JNTC endorses small insight research report that states the company has guided HDD platters to 200-300B KRW in 2026 (from 0 prior)
  tags: 好数字·好信源 · → daily
  value: qty=200-300B KRW · date=2026

事实 (fact) (2)

• 2026-05-21 · total investment for HDD business
  3/19/26 - Disclosure of increased investment (33B-> 50B KRW) for HDD biz
  tags: 好数字 · → daily
  value: qty=50B KRW · date=2026-03-19
• 2026-05-21 · glass price trend
  5/15/26 - 1Q reported glass price jumps 346%, consistent with mix shifting dramatically to premium glass blanks
  tags: 好数字 · → daily
  value: qty=+346%

时间轴 (近 20)

• 2026-05-21 · narrative · glass substrate demand driver · → daily
• 2026-05-21 · fact · total investment for HDD business · → daily
• 2026-05-21 · fact · glass price trend · → daily
• 2026-05-21 · forecast · revenue guidance from IRGO report · → daily

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