以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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JNTC
10 atoms · 跨 2 天 · 首见 2026-06-19 · 最近 2026-07-01
三色: 🟦 fact 9 · 🟥 take 1 · stance ▲7/▼0/◆0
来源: X 10
时态: fresh:10
标签: 好信源:5 · 好数字:4 · 好观点:1
预测 (forecast) (1)
- 2026-07-01 · mass production start for HDD glass platters
Finetuning (small bump and extension) suggests capex should be finalized by end up month with mass production start for HDD glass platters (aka discs, substrates, etc.)
tags: 好观点 · → daily
value: direction=by end of month
事实 (fact) (9)
- 2026-07-01 · investment amount increase
JNTC increasing investment amount slightly to 55,000,000,000 KRW and investment period to 7/31/26
tags: 好数字 · → daily
value: qty=55,000,000,000 KRW · date=7/31/26
- 2026-06-19 · glass substrate portfolio thickness range
Now possesses 0.3mmT to 2.0mmT portfolio
tags: 好数字 · → daily
value: qty=0.3mmT to 2.0mmT
- 2026-06-19 · substrate manufacturers verification status for Taiwanese and Korean
Verification completed with some Taiwanese and Korean substrate manufacturers
tags: 好信源 · → daily
value: qty=completed
- 2026-06-19 · substrate manufacturers verification status for Japanese material manufacturers
verification underway with Japanese material manufacturers
tags: 好信源 · → daily
value: qty=underway
- 2026-06-19 · new projects with two largest integrated semiconductor companies
Actively in new projects with two of the 'world's largest integrated semiconductor companies.'
tags: 好信源 · → daily
- 2026-06-19 · MOU signed with Korean conglomerate
Signed an MOU with a major Korean conglomerate last month (May)
tags: 好信源 · → daily
value: date=2026-05
- 2026-06-19 · contract with Japanese substrate maker scheduled
an additional contract with a global Japanese substrate maker is scheduled for July
tags: 好信源 · → daily
value: date=2026-07
- 2026-06-19 · target mass production year
Target mass production by 2027
tags: 好数字 · → daily
value: date=2027
- 2026-06-19 · developing next-gen glass substrate thickness
also developing next-gen 3.0mmT
tags: 好数字 · → daily
value: qty=3.0mmT
时间轴 (近 20)
- 2026-07-01 ·
fact · investment amount increase · → daily
- 2026-07-01 ·
forecast · mass production start for HDD glass platters · → daily
- 2026-06-19 ·
fact · glass substrate portfolio thickness range · → daily
- 2026-06-19 ·
fact · substrate manufacturers verification status for Taiwanese an · → daily
- 2026-06-19 ·
fact · substrate manufacturers verification status for Japanese mat · → daily
- 2026-06-19 ·
fact · new projects with two largest integrated semiconductor compa · → daily
- 2026-06-19 ·
fact · MOU signed with Korean conglomerate · → daily
- 2026-06-19 ·
fact · contract with Japanese substrate maker scheduled · → daily
- 2026-06-19 ·
fact · target mass production year · → daily
- 2026-06-19 ·
fact · developing next-gen glass substrate thickness · → daily
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