T-glass production capacity strained as a single "glass cloth" intensifies the global chip shortage
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Glonghui, February 9th|According to CLS, the shortage of T-glass highlights the supply chain pressures triggered by the artificial intelligence boom. AI companies are stockpiling memory chips and other electronic components in large quantities, while related manufacturers are scrambling to purchase raw materials. Industry insiders revealed that AI companies such as Nvidia have strong financial resources and often receive priority in component supply. In contrast, consumer electronics products, due to their lower priority, may become the hardest hit area of shortages. Nitto Denko has already warned that "even new production lines are still unable to fill the supply-demand gap." Currently, Nitto Denko has announced plans to raise prices within the year, and Citi analysts expect the increase could exceed 25%. Such price hikes are likely to eventually be passed on to consumers when purchasing smartphones and laptops.
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