As AI chips and high-speed servers become more powerful, PCBs are moving toward larger sizes, more layers, and higher performance.
That means higher demand for specialty fiberglass fabric.
But supply is not catching up easily.
🔹 High-end weaving equipment is limited
🔹 Manufacturing processes are complex
🔹 New capacity takes time to come online
🔹 Yield challenges reduce actual output
Even with ongoing capacity expansion, high-end fiberglass fabric may remain in short supply in the near term.
Quartz fiberglass fabric could offer even better signal transmission performance in the future, but its high cost and processing challenges make widespread adoption difficult for now.
AI infrastructure is not just a chip story. It is also a materials, equipment, and manufacturing story.
Which part of the AI supply chain do you think will face the next major bottleneck?
