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3110
TSEInformation Technology · Electronic Components
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Near-monopoly on production-grade T-Glass - the low-CTE / low-dielectric glass cloth that reinforces AI-server IC substrates and high-layer-count PCBs; one of ~three producers worldwide (with Taiwan Glass + Taishan) and dominant on the top tier.
The materials-layer bottleneck of AI chip packaging that almost nobody covers.
2026-08-05 print: Q1 FY3/2027 beat-and-raise - full-year profit guidance lifted (~+15%) to a record-high outlook on strong Special Glass / T-Glass demand. The stock still sold -18.68% the next session and sits ~56% below its ¥6,580 June high: a sell-the-news de-rate on a crowded, parabolic AI-substrate trade.
Reported fundamentals confirmed the thesis; positioning did not.
Taxonomy note: belongs in a future "AI Substrate / Glass-Cloth" bottleneck bubble (with Taiwan Glass + the CCL / ABF-substrate names). Mapped to semi-equipment as the closest existing home until that bubble has >=3-4 constituents.
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No major news in the last 7 days for 3110 - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.