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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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$NVDA Begins Purchasing JNTC's 2mm Glass Substrate Samples Ahead of 2028 Commercialization South Korea's JNTC has joined Nvidia's supplier list and begun supplying paid samples of its 2mm-thick TGV glass substrates, The Elec reported on November 6 JNTC is also developing substrates for Broadcom alongside Toppan, with 10 customers advancing to paid-sample evaluations JNTC's technology reportedly achieves twice the required copper adhesion strength and reduces copper-filling time from up to 24 hours to just minutes. The company has committed around $240 million to a new production facility, targeting initial mass-production shipments in mid-2028
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