NITTO BOSEKI Aktie

 

Chiphersteller sind maßgeblich von zwei Zulieferern abhängig. Deren Produktion kommt bei der aktuellen Nachfrage offenbar nicht hinterher... --- Zahlreiche Medien berichten, dass Nittobo mit seinem Glasgewebe einen Marktanteil von etwa 90 Prozent haben soll. Ajinomoto soll mit seinem ABF noch höher liegen..

Nitto Boseki (Nittobo), which currently holds around 90% market share in the semiconductor materials glass fiber cloth segment, is planning to launch its next-generation T-glass glass fiber cloth at early as in 2028, with the goal of reducing the coefficient of thermal expansion from the current 2.8ppm to 2ppm, a decrease of about 30%, aiming to improve resistance to thermal deformation, addressing thermal expansion and warpage issues caused by the increasing size of AI chips and memory integration, according to a report by Nikkei....

The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage in the market. To address this trend,Formosa Plastics subsidiary Nan Ya Plastics and Japan's leading manufacturer Nitto Boseki (Nittobo) have announced a strategic partnership focused on specialized glass-fiber fabrics....

Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from AI server customers. The group will build a new factory equipped with advanced fiberglass fabric manufacturing capabilities. Production is expected to begin gradually, starting from the fourth quarter of fiscal year 2026 at the earliest, which ends March 2027....

Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal expansion (CTE) glass, known as T-glass. Nitto Boseki, also called Nittobo, is currently the sole global supplier of the highest-grade fiberglass cloth crucial for AI chip production, according to multiple outlets, including Nikkei....

Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does not include electronic-grade glass fabric materials used in IC substrates and PCBs for AI servers....

Das Instrument NB5 JP3684400009 NITTO BOSEKI EQUITY wird ex Dividende/Zinsen gehandelt am 28.03.2025 The instrument NB5 JP3684400009 NITTO BOSEKI EQUITY has its ex-dividend/interest day on 28.03.2025...

Das Instrument NB5 JP3684400009 NITTO BOSEKI EQUITY wird cum Dividende/Zinsen gehandelt am 27.03.2025 und ex Dividende/Zinsen am 28.03.2025 The instrument NB5 JP3684400009 NITTO BOSEKI EQUITY has its pre-dividend/interest day on 27.03.2025 and its ex-dividend/interest day on 28.03.2025...