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Chronicles

The story behind the story

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Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia

TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.

Nikkei Asia

Discussion

  • @chengtingfang Cheng Ting-Fang on x
    Short supplies of high-end glass cloth fiber that looks like a plastic wrap have $AAPL and $QCOM scrambling against the likes of $NVDA, Google and Amazon to secure the same scarce resources. Read exclusive reporting on @NikkeiAsia https://asia.nikkei.com/... [image]