JNTC Added to Nvidia’s Glass Substrate Supplier List

What happened

According to industry sources, JNTC was added to Nvidia's approved supplier list in October 2026 as a supplier of through-glass via (TGV) glass substrates, making Nvidia JNTC's second major US semiconductor customer after Broadcom; this came about a month after their initial contact in September 2026, and Nvidia representatives also reportedly visited JNTC's headquarters to discuss product specifications and potential project applications. JNTC has been confirmed to be supplying paid samples of TGV glass substrates to Nvidia, including 2mm-thick TGV glass substrates that the company completed developing in June 2026; the products undergo microhole formation in 2mm-thick glass followed by etching, metallization and CMP, and reportedly showed no microcracks even after copper was chemically removed following metallization. Peel strength between glass and copper inside the vias reportedly reached approximately 0.8 kgf/mm, twice the industry requirement of 0.4 kgf/mm. JNTC is developing TGV glass substrates for Broadcom in cooperation with Japan's Toppan, and is currently developing TGV glass substrates under NDAs with 30 companies including substrate manufacturers, OSAT providers and semiconductor companies, with about 10 of these customers advanced to the paid-sample stage. JNTC posted an operating loss of 78 billion won in 2025 and 36.4 billion won in the first half of 2026, and revenue from glass substrates has not yet been reported separately; the company plans to meet customer sample demand through its pilot line in Hwaseong until 2027, to begin building a production line in Gimcheon in the second half of 2027, and to start supplying initial mass-production volumes in mid-2028.

Impact and signal

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Source and time

Source: The Elec · 11/5/2026 · View original source