📊Executive Summary

The article discusses the impact of the AI boom on the supply chain for components used in electronics, particularly focusing on a glass cloth fiber produced by Japan's Nitto Boseki, which is critical for Apple's iPhone models. Due to increased demand from AI companies, Nittobo is unable to meet the supply needs of major tech firms like Apple, Qualcomm, and Nvidia, leading to potential supply shortages. Apple is actively seeking alternative suppliers, including smaller Chinese manufacturers, to mitigate risks of product delays and price hikes. The situation is expected to remain critical until at least the second half of 2027, indicating a significant supply chain challenge for the electronics industry....