Supply chain / Materials
Glass fibre cloth for substrates
Specialist glass fibre cloth goes into the substrates and circuit boards that carry AI chips, and TrendForce reports supply is tight.
- Type
- Reported constraint
- Where it sits
- A materials dependency below the packaging step that can delay accelerator and server output.
- Constraint
- Reported by TrendForce in April 2026: a small number of suppliers dominate and capacity relief is not expected until about mid-2027.
What we checked
- TrendForce reported on 30 April 2026 that Nittobo holds roughly 90 percent of T-glass supply and that constraints were not expected to ease until mid-2027 (analyst estimate, not company confirmed). (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.