Rumor
Nvidia CEO visits Japan to secure glass cloth supply from Nittobo
Monday, January 12, 2026 at 12:42 PM
Nvidia CEO Jensen Huang reportedly visited Japan to secure supply of specialized glass cloth from Nittobo, a critical material used in high-end semiconductor substrates and AI hardware manufacturing.
Context
Nvidia CEO Jensen Huang recently traveled to Japan to directly secure the supply of specialized glass cloth from Nitto Boseki, also known as Nittobo. While giants like TSMC and Samsung manage the primary chip fabrication, Nittobo provides a critical, low-dielectric material essential for high-performance AI chip substrates. This specialized glass cloth is vital for reducing signal interference and power loss as processing speeds increase in next-generation hardware like the Blackwell architecture.
Nittobo currently dominates the global market, controlling an estimated 90% share of the ultra-thin glass cloth required for advanced AI packaging. By negotiating directly with the supplier, Nvidia is moving to insulate its production timeline against material shortages that could bottleneck the rollout of its latest GPUs. This strategic pivot underscores a broader shift in the AI supply chain, where niche Japanese material providers have become as mission-critical to the hardware ecosystem as the primary foundries.
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