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Morgan Stanley: Nittobo’s (3110 Tokyo) T-glass shortage is expected to peak around mid-2026, with a more pronounced improvement starting from 2027.One substrate supplier said it has secured full support from Grace Fabric, a Chinese low-CTE glass supplier, and that sampling and qualification are currently proceeding at full speed.The company expects to receive samples from Grace Fabric in 4Q25 and anticipates receiving CCLs (copper-clad laminates) using Grace Fabric’s low-CTE glass in 1Q26.Jukanlosreve

  1. Morgan Stanley: Nittobo’s (3110 Tokyo) T-glass shortage is expected to peak around mid-2026, with a more pronounced improvement starting from 2027.

    One substrate supplier said it has secured full support from Grace Fabric, a Chinese low-CTE glass supplier, and that sampling and qualification are currently proceeding at full speed.

    The company expects to receive samples from Grace Fabric in 4Q25 and anticipates receiving CCLs (copper-clad laminates) using Grace Fabric’s low-CTE glass in 1Q26.

    Jukanlosreve