Rumor
Nittobo likely to benefit as M10 material shift favors Low Dk-2 glass over quartz cloth
Friday, March 13, 2026 at 05:41 AM
Industry reports suggest a shift in substrate materials for the M10 series, moving from quartz cloth to Low Dk-2 glass to improve manufacturability and commercial scaling. This transition highlights a significant opportunity for Nittobo as a key material supplier in the semiconductor packaging supply chain.
Context
A significant shift in high-end PCB material strategy is emerging as reports indicate that M10 materials may transition from quartz cloth to Low Dk-2 glass due to superior manufacturability and commercialization profiles. This shift represents a second wind for Nittobo, the dominant Japanese manufacturer in the high-end glass fiber space. While quartz glass (Q-glass) offers lower dielectric loss, it has struggled with mass adoption, positioning Nittobo's proprietary NE-glass and T-glass technologies as the preferred alternatives for next-generation 800G switches and AI server boards. The company is already moving to address this demand, having announced plans to triple its T-Glass production capacity by early 2027. This supply chain pivot comes amid persistent global shortages of advanced glass fiber cloth, which have threatened to bottleneck the AI chip outlook throughout 2026. By replacing expensive and difficult-to-process quartz with Low Dk-2 materials, manufacturers can achieve the high-speed, low-latency requirements of AI infrastructure with better yields and lower costs. Nittobo and Taiwan Glass are currently the primary holders of the Low Dk-2 market share, leaving competitors to catch up as the industry moves toward high-volume production for platforms like the GB200.
Sources (7)
Composition and characteristics | What is glass fiber? | Business and Products | NittoboPersistent shortages of advanced glass fiber cloud the AI chip outlookA Critical AI Niche Is Dominated by One Little-Known Japanese Company - WSJ[News] What Is Glass Fiber Fabric and Why Is T-Glass Critical for AI Servers? A Deep Dive[PDF] Liquid Crystal Display Drivers - Techniques and Circuits大和台灣CCL產業initiation 才剛開始受惠AI大趨勢| PDF[PDF] Summary Technical Report of Division 14, NDRC. Volume 3 ... - DTIC
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