--- title: "The supply gap for electronic-grade fiberglass cloth continues to widen, and Taiwan Glass (1802) has seen its stock price rise for six consecutive days!" type: "News" locale: "en" url: "https://longbridge.com/en/news/273339248.md" description: "Taiwan Glass (1802) stock price has risen for the sixth consecutive day, reaching NT$ 55.0, a new 52-week high. The upward trend is driven by the demand for AI computing power, with the supply gap for electronic-grade fiberglass expanding, especially for Low CTE and Low Dk materials which are in short supply. Taiwan Glass has stable production capacity and bargaining power, and it is expected that production capacity will increase by 40%-50% by 2026. The market's evaluation of Taiwan Glass has shifted towards AI material suppliers, and the stock price performance reflects its positioning in the AI supply chain" datetime: "2026-01-21T08:05:55.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/273339248.md) - [en](https://longbridge.com/en/news/273339248.md) - [zh-HK](https://longbridge.com/zh-HK/news/273339248.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/273339248.md) | [繁體中文](https://longbridge.com/zh-HK/news/273339248.md) # The supply gap for electronic-grade fiberglass cloth continues to widen, and Taiwan Glass (1802) has seen its stock price rise for six consecutive days! Today, **Taiwan Glass (1802)** stock price rose for the sixth consecutive day, reaching NT$ 55.0, setting a new 52-week high. This round of price increase is mainly driven by the demand for AI computing power, leading to a shortage of high-end electronic-grade fiberglass cloth, especially for key materials such as Low CTE and Low Dk, which are in short supply and have price increase expectations. Supported by fundamentals and foreign capital buying, Taiwan Glass today showed a trend of simultaneous increase in trading volume and stock price. **Taiwan Glass (1802) stock price data today** Indicator Today's Value Closing Price 54.0 TWD Change Rate +6.93% (up 3.5 TWD) Open / High / Low 52.6 / 55.0 / 51.7 Trading Volume Over 380 million shares ### What are the driving factors behind Taiwan Glass's six-day stock price rise? Currently, there is a severe shortage of electronic-grade fiberglass cloth in the market, creating a significant gap. As AI server specifications continue to upgrade, the demand for high-performance materials such as low dielectric constant and low thermal expansion coefficient in PCB boards has also increased significantly. With Taiwan Glass possessing a consistent production capability from drawing, weaving to post-processing, its stable production capacity and bargaining power directly benefit the company amid the current supply chain capacity constraints. At the same time, the AI supply chain is also driving the optimization of Taiwan Glass's product mix. Benefiting from cloud service providers expanding AI infrastructure, the prices of high-end copper foil substrate materials have already seen increases. Taiwan Glass's electronic-grade fiberglass cloth production capacity is expected to expand by 40% to 50% by 2026, with the global market share likely to rise to the top two. As the proportion of high-margin products increases, the market's evaluation of Taiwan Glass is gradually shifting from a traditional building materials stock to an AI materials supplier, driving a reassessment of its price-to-earnings ratio. In today's market, affected by geopolitical uncertainties such as the potential for the U.S. to impose tariffs on the EU, the U.S. stock market weakened, which also suppressed the performance of large electronic stocks in Taiwan, such as TSMC and Hon Hai. During the trading session, funds clearly shifted towards mid-to-large-cap stocks with lower price levels and substantial transformation themes. With institutional funds entering and trading volume cooperating, Taiwan Glass became a major target for capital hedging and short-term operations. Today's stock price performance of Taiwan Glass reflects the market's affirmation of its positioning in the AI supply chain. As the product structure shifts from traditional flat glass to high-end electronic materials, coupled with the ongoing supply-demand imbalance in fundamentals, it is expected to provide strong support for its stock price evaluation. ### What is the outlook for Taiwan Glass's future trend? Support Level: Short-term strong support at NT$ 50.5 (previous wave limit price). Resistance Level: Today's highest point of NT$ 55 is a psychological barrier; if it can effectively stabilize above this level, it will open up further upward space. After six consecutive days of rising stock prices, the technical indicators for Taiwan Glass have shown signs of overheating, with an RSI as high as 84.53 entering the overbought zone, and the deviation from the monthly line is relatively high. Considering that the VIX index surged over 25% yesterday, increasing market volatility risk, if the stock price cannot break through the NT$ 55-58 range with volume in the coming week, it may test the key support at NT$ 50 In addition, nearly 400 million shares were traded today, which requires further observation for turnover or distribution. If the closing price can remain above 54 yuan in the next three days, the bullish structure will still be intact; however, if it falls below today's low, it will confirm a short-term overheating, and investors need to pay attention to the fluctuations caused by profit-taking selling pressure ### Related Stocks - [WENYE GROUP (01802.HK)](https://longbridge.com/en/quote/01802.HK.md) ## Related News & Research - [D P Wires Details Conduct of Extraordinary General Meeting and E-Voting Process](https://longbridge.com/en/news/281264088.md) - [MedPal AI Wins Strong Shareholder Backing at AGM as It Expands AI Health Platform](https://longbridge.com/en/news/281501359.md) - [Got $5,000? 3 AI supercycle growth stocks at every layer of the stack](https://longbridge.com/en/news/281690338.md) - [First Shanghai Securities Keeps Their Buy Rating on TCL Electronics Holdings (TCLHF)](https://longbridge.com/en/news/281609057.md) - [Insig AI Plans Growth Drive and Eyes Nasdaq Dual Listing](https://longbridge.com/en/news/281311983.md)