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NEWS TAGGED FIBERGLASS CLOTH
Friday 23 January 2026
Fiberglass crunch spurs supply scramble as CCL makers ban order changes

As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE...

Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Monday 19 January 2026
Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
Monday 19 January 2026
Persistent shortages of advanced glass fiber cloud the AI chip outlook

Demand for AI chips is expected to remain strong in 2026, keeping the spotlight firmly on persistent shortages of high-end glass fiber...

Thursday 15 January 2026
Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

Monday 22 December 2025
Memory supercycle exposes T-Glass constraint, tightening BT substrate supply
As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
Thursday 27 November 2025
Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...
Wednesday 3 September 2025
Nittobo to triple T-Glass cloth capacity by 2027
Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from AI...
Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Friday 27 June 2025
Race for T-Glass heats up as AI giants lock in supply from Japan's Nittobo amid mounting shortages
Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal...
Wednesday 4 June 2025
AI server boom drives Japan's Nittobo to hike fiberglass prices by 20%
Japan's Nittobo raised prices for fiberglass cloth by as much as 20% starting in August, marking the first major increase in materials used for AI servers and 5G equipment as supply...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...