Business
A Critical AI Niche Is Dominated by One Little-Known Japanese Company
TOKYO—Imagine a sheet made of microscopic glass fibers, woven by a former silk maker and thinner than a human hair. A shortage of this material—essential in artificial-intelligence chips—is looming over companies including Apple and Nvidia.
The cloth-like material known as T-glass comes almost entirely from a single century-old Japanese textile company called Nittobo that doesn’t expect to bring significant new capacity online until late this year.
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