It's really interesting to try and sort this out.
If they are making 12 " disks with circuitry built in them we might be talking about a higher end piece.
I'm thinking of navigation monitors, for cars, boats and planes, they might need a hundred ovens to just fill this need.
If they are buying a manufacturing plant, then I would suspect that it might dwarf their existing building. This may be our first clue to what is planned.
I wonder if their ovens can grow in scale to their needs?
Oh well, Jim