Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, as the AI boom boosts demand for the component (Nikkei Asia)

Nikkei Asia

Apple and Qualcomm fret over strained supplies of Japan's glass cloth

Surge in demand from AI giants like Nvidia send companies in search of new sources

Techmeme

Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia

From Nikkei Asia. View the full context on Techmeme.