Nittobo's T-Glass supply crunch deepens despite 3.6-fold capacity expansion plan for AI chips

Japan's Nittobo (Nitto Boseki) plans to invest an additional JPY20 billion (approx. US$127 million) to expand production of T-Glass, a specialized low-coefficient-of-thermal-expansion (low-CTE) glass fiber cloth used in advanced semiconductor packaging. The expansion will increase capacity to 3.6 times its fiscal 2025 level by fiscal 2029, reflecting persistent supply shortages and growing demand from AI chipmakers.