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What changed, and what is the evidence.
Oct 9, 2026 · Post · posted
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Expert Takeaways: HDDs > Toshiba Investment Restart: Toshiba’s 60 billion investment plan is a restart of previously paused capacity builds, not a brand-new expansion. > Seagate/TDK Rumors Cleared: Reports of Seagate bidding for TDK’s… |
High-bandwidth memory stacking in automotive compute requires underfill materials that survive minus 40 to plus 125 degrees Celsius. Chemical suppliers like Shin-Etsu and Resonac hold the proprietary formulations that keep those silicon… |
The next glass-substrate fight may not be about panel size. It may be about thickness. Philoptics (KRX: 161580) said today that it will exhibit a 510 × 515mm glass substrate at KPCA Show in Incheon this week. The panel is 2.0mm thick. That… |
Resonac's new capacity comes in 2029 or later. The price increases start contributing in H2 2026. The money arrives about three years before the machines do. 4 days ago, my table put Resonac (TSE: 4004) at a 21.4% core operating margin in… |
A materials company is drawing the crowd because the format question got settled first. Last month I wrote that Resonac (TSE: 4004) and Intel ($INTC) were building to the same glass panel format, 510x515 mm. Once the format is fixed, the… |