# Resonac

> Markdown twin of https://roboterminal.app/companies/resonac · https://roboterminal.app/companies/resonac.md

## On shared sources

- [Intel](https://roboterminal.app/companies/intel) (2)
- [DNP](https://roboterminal.app/companies/dnp) (1)
- [HOYA](https://roboterminal.app/companies/hoya) (1)
- [Manz](https://roboterminal.app/companies/manz) (1)
- [Philoptics](https://roboterminal.app/companies/philoptics) (1)
- [Seagate](https://roboterminal.app/companies/seagate) (1)
- [Shin-Etsu](https://roboterminal.app/companies/shin-etsu) (1)
- [TDK](https://roboterminal.app/companies/tdk) (1)
- [Toshiba](https://roboterminal.app/companies/toshiba) (1)
- [Western Digital](https://roboterminal.app/companies/western-digital) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2108532956193051134)
  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: Re…
- [@smsehy on X](https://x.com/smsehy/status/2099418126488109091)
  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 …
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2096790024054534415)
  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 th…
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2096783344361185773)
  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: 400…
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2095446151894089965)
  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, 510x…

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Source: Roboterminal · https://roboterminal.app/companies/resonac.md