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Nippon Electric Glass Launches Low-Dielectric D2 Fiber for AI Server Substrates

Tuesday, December 2, 2025 at 10:40 AM

Nippon Electric Glass has introduced its new D2 Fiber, a low-dielectric glass fiber designed to reduce transmission loss in substrates used for AI servers. This material innovation aims to improve data transmission performance in high-speed computing environments.

Context

On December 2, 2025, Nippon Electric Glass (NEG) began sales of its new low-dielectric "D2 Fiber" yarn, a critical material for next-generation AI server substrates. The fiber achieves a world-class low dielectric loss tangent of 0.0017 at 10GHz, which NEG claims can significantly reduce high-frequency transmission loss, heat, and power consumption in dense server boards. The launch, which sent the company's stock to a year-to-date high, directly addresses the urgent need for materials that support faster, more efficient AI data processing. With initial volumes now shipping, the launch strengthens the supply chain for advanced semiconductor packaging. The material's superior electrical and thermal properties enable downstream vendors to build more compact and efficient components. For companies like Fuji Electric, which focuses on power electronics, such advancements are key to developing smaller power units capable of managing the rising energy demands of AI racks. NEG will showcase the new fiber at Semicon Japan from December 17-19.

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