一家卖布的日本公司,如何卡住了全球AI芯片的脖子?日东纺T-Glass垄断90%市场,台积电、英伟达都离不开它!

半导体行业小报
Dec 23, 2025

在AI芯片竞赛白热化的今天,一家名为日东纺(Nittobo)的日本公司正成为全球半导体产业链中不可或缺的隐形冠军。这家拥有百年历史的纺织企业,凭借其独家研发的T-Glass玻璃纤维布,控制了全球高端封装材料90%的市场份额,成为台积电、英伟达等AI芯片巨头供应链上的关键一环。随着AI服务器需求爆发性增长,T-Glass的供应短缺已开始制约全球AI芯片产能,这家低调的日本材料厂商正展现出其在全球...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10