Analysis
The insatiable demand for Generative AI is creating a ripple effect, causing a shortage of high-end glass fiber, a crucial material for AI chip production. This shortage has triggered a wave of price increases and a surge in the stock prices of glass fiber manufacturers, signaling a booming market for this essential AI component. Major tech companies are actively competing to secure supplies, highlighting the importance of this material in the AI revolution.
Key Takeaways
- •The demand for AI servers is skyrocketing, tripling the need for electronic glass fiber cloth.
- •Major tech giants like NVIDIA and Apple are actively competing to secure supplies of this crucial material.
- •The glass fiber industry is experiencing a cyclical recovery, with significant profit growth for major manufacturers.
Reference / Citation
View Original"To secure supply, NVIDIA CEO Jensen Huang recently flew to Japan in person to visit Nitto Boseki, a global leader."