Nitto Boseki Controls 90% of T-glass, Straining AI Server Supply Chain
tengyanAI · x · 2026-07-03
Nitto Boseki controls about 90% of the global T-glass (specialty fiberglass) supply, and this critical bottleneck is tightening further. High-end copper-clad laminates (CCL) for AI servers rely heavily on this specialty fiberglass; any material shortage will back up the entire substrate supply chain, while new capacity takes up to 30 months to deliver.
Mid-chain suppliers Doosan and ITEQ see their profit margins fluctuate with fiberglass availability. Downstream, Co-Tech’s HVLP copper foil business is also affected by the same crunch, meaning the pressure will transmit further down from the CCL layer.
More from Infra
- Encrypted GPT-2 speedrun challenges FHE inference: best is 3.031 s/token, goal sub-1s — tensorqt · 2026-10-27
- Open-source Latch compiles PyTorch into training megakernels, 2.75x faster on H100 — sguada · 2026-10-27
- Stanford launches GPU-centric supercomputer Marlowe for data science and AI research — StanfordHAI · 2026-10-27
- NVIDIA Claims HGX Rubin NVL8 Delivers 10x More Tokens per Megawatt Than B200 — thursdai_pod · 2026-10-27
- Together lets multiple LoRA post-training experiments share the same GPU capacity — togethercompute · 2026-10-27
- Commoditization dilemma: either human labor or GPUs become the commodity — _AustinCalvert_ · 2026-10-27