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JNTC Reportedly Breaks HOYA's Monopoly, to Supply Glass Substrates for HDDs to Seagate From 2027

Source: IT之家 Published: Business & Funding 中文 JNTC
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Korean media outlet THE ELEC reported that JNTC's glass substrate production line for mechanical hard drives in Vietnam has completed construction and is expected to begin supplying Seagate in the first quarter of 2027, ramping up in the second quarter. JNTC is expected to supply about 40% of Seagate's glass substrate demand, plans to focus on Seagate orders through 2030, and will later expand to Western Digital and Toshiba. Glass substrates, previously monopolized by Japan's HOYA, are thinner and harder than traditional metal platters, allowing more platters in a drive of the same size, and their relatively stable thermal properties make them essential for HAMR (heat-assisted magnetic recording) hard drives.

Translation(model translation, not the source's own text)

Report: JNTC Breaks HOYA's Monopoly, to Supply Seagate with HDD Glass Substrates Starting 2027

IT Home, November 13 news: South Korean media THE ELEC reported yesterday local time that the Vietnam-based mechanical hard drive glass substrate production line of the country's IT glass and connector manufacturer JNTC has completed construction, and is expected to begin supplying Seagate in the first quarter of 2027, with volume ramping in the second quarter.

JNTC is expected to supply about 40% of Seagate's glass substrate demand. JNTC plans to focus on Seagate's glass substrate orders before 2030, and subsequently expand its customers to Western Digital and Toshiba.

Compared with traditional metal platters, glass platters are thinner and harder, allowing more platters to fit in a drive of the same size; in addition, their thermal properties are relatively stable, making them essential for HAMR (Heat-Assisted Magnetic Recording) mechanical hard drives. Their supply was previously monopolized by Japanese company HOYA, and HOYA has said that one planned new platter factory may not be able to meet market demand.

IT Home notes that Seagate and Western Digital have both recently said that the increase in their total enterprise shipping capacity mainly comes from growth in areal density rather than additional drive units. JNTC's entry into the supply chain is expected to change this situation.

  • https://www.thelec.kr/news/articleView.html?idxno=65332

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The translation is machine-generated and individual terms may be off. Nothing is rewritten or cut; the original is authoritative.

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