Nan Ya Plastics to spend NT$11.53B on fifth glass fabric plant on AI server demand
zephyr_z9 · x · 2026-11-11
Nan Ya Plastics (1303.TW) announced a board-approved plan to build its fifth glass-fabric plant in Changhua's Zhangbin Industrial Area, investing NT$11.53 billion funded by cash and bank loans. The filing cites growing demand for high-end glass fabric driven by AI servers, networking gear, and rising PCB layer counts; capacity will also support Nittobo's high-end fabric production — another sign of AI compute demand rippling into upstream materials supply.
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