RE: Full Year Outlook7 May 2026 22:32
Nanoco has not named the Asian JV/JDA customers, so any list is speculative. The clues are that they are Asian chemical / electronics supply-chain companies, working on lead-free quantum-dot nanomaterials for SWIR silicon sensors.
Sumitomo Chemical / Dongwoo Fine-Chem
Big Asian chemical/electronics materials group. Dongwoo supplies polarising films, touch-screen sensor panels, colour resists, high-purity chemicals and photoresists for semiconductors and flat-panel displays. Strong fit with “Asian chemical customer” and display/sensor supply chains.
JSR Corporation
Japanese advanced electronic materials supplier, active across semiconductor manufacturing, display solutions and optical solutions. Good fit for QD-on-silicon sensor materials.
Resonac
Japanese chemical/materials company with semiconductor/electronics materials exposure. It fits the “electronics supply chain” language.