NuAxiSemiconductor trade intelligence
JNTC to Supply HDD Glass Platters to Seagate, Challenging Hoya’s Monopoly
What happened
JNTC plans to supply HDD glass platters to Seagate, challenging Hoya's monopoly. JNTC expects revenue contribution starting Q1 next year and plans to substantially increase operating rates from Q2. JNTC has invested approximately 55 billion won and secured annual production capacity of approximately 120 million to 170 million units. JNTC plans to expand annual production capacity to 400 million to 500 million units over the medium to long term, prioritizing Seagate's demand through 2030.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
HDD glass platters
HDDGlass PlatterSeagateJNTCHoyaVietnam
Source and time
Source: The Elec · 11/12/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders