NVIDIA directly contacts Nitto Boseki over 90% glass cloth market share
NVIDIA reached out to Nitto Boseki, a Japanese textile manufacturer, to address a supply chain bottleneck. The company holds over 90% of the global market for specialty glass cloth, known as T-Glass, which is critical for AI server production. Normally, NVIDIA would not directly engage with suppliers like Nitto Boseki, as its supply chain involves multiple layers of manufacturers and foundries.…
Key points
- Nitto Boseki controls over 90% of the global specialty glass cloth (T-Glass) market
- NVIDIA bypassed traditional supply chain layers to negotiate directly with Nitto Boseki
- T-Glass shortage risks halting AI server production, per Nitto Boseki’s executive
[Individual Stock Analysis] Nitto Boseki, the Company NVIDIA Approached Directly: Why Its 90% Global Market Share in Specialty Glass Cloth Holds the Fate of the AI Bubble
note.com · 2 November 2026
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