JNTC is discussing the timing of commercialisation for semiconductor glass substrates. JNTC said on Feb. 12 it took part in NH Investment & Securities-hosted NHIS Korea Corporate Day 2026 and shared progress on its semiconductor glass substrate (TGV) business. The company has been holding relay meetings with global institutional investors in Hong Kong and Singapore since Feb. 10.

JNTC said it has completed initial quality tests with 16 global customers at home and abroad. It is supplying paid samples and discussing the timing of commercialisation. The company is building competitiveness by positioning semiconductor glass substrates, along with its 3D cover glass business, as a next-generation growth engine.

A JNTC official said, "This investor relations event is a turning point that signals the TGV business has entered a full-scale mass production track," and added, "Strong expectations from global investors will lead to attracting strategic investment and expanding partnerships."

The company increased equipment investment at its Vietnam unit to 33 billion won from 20 billion won to build a dedicated line for semiconductor glass substrates and expand production capacity. It also secured initial investment funds. It explained that demand for glass substrates is rising in the semiconductor packaging market due to the expansion of AI, high-performance computing and data centre infrastructure.

JNTC Chief Executive Nam-hyeok Cho (조남혁) said, "2026 will be the first year in which new businesses in cutting-edge materials, including semiconductor glass substrates, translate into meaningful revenue," and added, "As a global top-tier company leading the high value-added glass materials market, we will do our best to maximise shareholder value."