Shortages of crucial chip packaging material threatens AI accelerator supply chains — Nittobo's Fukushima plant is tripling capacity, but it'll take years before market

Shortages of crucial chip packaging material threatens AI accelerator supply chains — Nittobo's Fukushima plant is tripling capacity, but it'll take years before market

One Japanese company called Nittobo controls roughly 90% of the global supply of specialist glass-fiber cloth (T-glass), which sits inside every advanced AI chip package — and demand is now so high and supply so squeezed that it’s causing issues.