Taiwan Glass reports a surge in profit and backlogged orders for electronic-grade glass fiber cloths, driven by demand for second-generation Low DK and Low CTE products in the AI and semiconductor sectors. The company expects a positive revenue outlook through early 2027. Meanwhile, Nittobo is highlighted as a key peer benefiting from similar trends, and Chung Yo Coatings is expanding its low-dielectric glass materials into semiconductor and solid-state battery applications.