Apple and Qualcomm are competing to purchase high-end electronic-grade fiberglass cloth

Due to the surge in demand driven by the AI boom, the high-end electronic-grade fiberglass cloth produced by Nitto Boseki is in short supply, with companies like Apple and Qualcomm competing to purchase fiberglass cloth for chip substrates and printed circuit boards. Apple has dispatched employees to Japan, stationed at Mitsubishi Gas Chemical, in an attempt to secure more material supply for advanced packaging BT substrates for chips