My tweets/substacks shouldn't be used as investment advice. I speculate and infer often. Do your own diligence. Assume I own names I post about
Joined December 2012
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JNTC has quietly advanced internal processes while others are much louder. Below re: Yole analyst take on how important via-fill yield/speed has been to the bull vs. bear debate. Personally (based on my research) I think thermals including warpage in package is the key
Korean media report that South Korea’s JNTC will begin supplying glass core substrates to Broadcom next year.
thelec.kr/news/articleView.h…
JNTC Vina shipment of ~8,300 kgs of polishing consumables specifically for HDD glass substrates/platters. I would assume consumables would be one of the last purchases before mass production.
*Vietnam import data I can see only goes to August 31 so I can't see September yet
Didn't have to wait long. And noting that October is off to a really impressive start with high integration product representing the majority of shipment volume.
Looking at shipping data to Starlink and Eson (5243.TW) caught my eye. They are a Foxconn affiliate (Hon Hai owns 26-27%). Imports to Starlink ramping, but most noteworthy is product mix to higher integration + recently heat sinks. *Chart via GPT using data
Looking at shipping data to Starlink and Eson (5243.TW) caught my eye. They are a Foxconn affiliate (Hon Hai owns 26-27%). Imports to Starlink ramping, but most noteworthy is product mix to higher integration + recently heat sinks. *Chart via GPT using data
Looking at Eson monthly data, it's reasonable to theorize higher-integration (including heatsink) assemblies have higher asps. If so then September revenue should be strong. Some confounding possible based on revenue recognition lag, other revenue sources, etc.
FIT Tech Day conference with keynotes from Lumentum (Wupen Yuen), Ams Osram (Ashkan Seyedi), NTT, etc. Semtech CEO panelist towards end of conference - youtube.com/live/uKa1eb9183M…
Hock's comments re: Singapore substrate fab in context of their guidance is particularly good read-through for Toppan (7911). Advanced Substrate Technologies is a JV between the two companies and not just a supplier relationship
This is noted on the AST website (ast-sg.com/). I also stumbled onto a 2/2025 employee onboarding deck where Broadcom even has two seats on the BoD
LatentValue retweeted
🚨🚨🚨BREAKING CANCER NEWS! 🚨🚨🚨
Merck $MRK and Moderna $MRNA personalized mRNA cancer vaccine slowed the return of melanoma and its spread to other parts of the body in a Ph3 clinical trial.
No data disclosed yet, but the study was stopped for positive results at the first interim analysis.
Magnitude of benefit TBD, but this is a potentially huge breakthrough for cancer patients and the use of mRNA to treat cancer.
Read STAT's story from @matthewherper and @angRchen
statnews.com/2026/08/19/mrna…
Tazmo - As expected, orders and backlog explode. Another big order to SPIL in Q3 so not reflected here. Management did a huge disservice with preannounce that misrepresented fundamentals. Stock limit up in AH
Management with a chance to give details about the business, plan to address major undervaluation to peers, order conversion timelines, etc. and hopefully give investors confidence they will not inexplicably punch them in the face again- saa.or.jp/dc/event/apps/comp…
SK Securities - JNTC final customer inspection for HDD glass platters should begin this month, with initial production to follow. See potential for “explosive” earnings growth and believe the opportunity is still barely priced in.
-Customer desire to break Hoya monopoly cited
JNTC IR shareholder letter on HDD glass platters/TGV:
-TGV: Talks ongoing with multiple global customers beyond Toppan
-HDD: Full-scale production delayed ~1 quarter after customer raised specs; discussions are now progressing “more smoothly than ever”
-NDAs limit detail for now
Job posted yesterday (7/20) for JNTC facility tagged with HDD business.
-Hiring 2 production planning/pacing staff
-short turnaround with registration deadline 5 days later
Tazmo with yet another >1B NTD order from ASE/SPIL disclosed today (7/13).
-NTD 1,106,170,061 or ~34.3 million USD
-NTD 7,332,294,268 or ~232.7 million USD YTD order total
-Market cap ~450m USD
