INDUSTRY ANALYSIS
Electronic Glass Cloth analysis
Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.
TPCA Show 2026: Physical Limits, Supply-Chain Beneficiaries, and Competition in Taiwan’s NT$1 Trillion PCB Industry
Taiwan’s PCB production value is projected to exceed NT$1.13 trillion in 2026. Drawing on the technologies and executive warnings presented at TPCA Show 2026, this article examines which supply-chain segments stand to benefit from physical material bottlenecks…
Low-CTE Glass-Cloth Shortages Persist: Potential Beneficiaries and the Prospects for Quartz Cloth
AI chips are driving larger, higher-layer-count package substrates, while low-CTE glass-cloth supply struggles to keep pace. Beyond Nittobo, Taiwan Glass, Baotek, and Honghe have formally disclosed customer-qualification progress, while Fulltech, Asahi Kasei,…
What Are M9 Materials? Understanding the Circuit-Board Materials Upgrade Behind AI Servers
Copper-clad laminate development is accelerating. Here is what the intensely competitive M9 materials generation is about.