一家卖布起家的芯片供应商，刚刚宣布

Core Viewpoint - Nitto Boseki plans to launch an upgraded version of its fiberglass cloth by 2028 to enhance heat deformation resistance, catering to the growing demand from AI semiconductor applications [1][2] Group 1: Product Development and Market Demand - The new product is a next-generation T-type glass designed to minimize thermal expansion, with a thermal expansion coefficient improved by 30%, decreasing from 2.8 ppm to 2.0 ppm [1] - The increasing size and performance of AI chips are expected to exacerbate thermal expansion issues, leading to higher demand for fiberglass cloth [1] - Nitto Boseki controls approximately 90% of the global T-type glass market, indicating a strong market position [1] Group 2: Financial Performance and Investments - Nitto Boseki plans to invest 15 billion yen (approximately 96 million USD) to triple the production capacity of its fiberglass yarn at its Fukushima facility, with construction of new facilities expected to start in 2027 [2] - The company anticipates a 16% increase in operating profit for the current fiscal year, reaching 19 billion yen, nearing its target of 20 billion yen for fiscal year 2027 [2] - The stock price of Nitto Boseki has surged, increasing by 173% from the end of 2024, significantly outperforming the Nikkei average index's 34.6% rise during the same period [2] Group 3: Competitive Landscape - Other manufacturers, such as Unitika, are also producing high-performance glass cloth for smartphone chip substrates, indicating a competitive market [3] - Asahi Kasei is developing quartz cloth, which offers faster transmission speeds than glass cloth, with plans for mass production starting this year [3] - Shin-Etsu Chemical is exploring quartz cloth applications and plans to produce high-demand products, showcasing the industry's focus on advanced materials [3]