Apple is facing a shortage of high-end glass cloth used in iPhone chip substrates, a supply crunch expected to last until at least late 2027, according to Nikkei Asia. Demand has surged due to the AI boom, with companies like Nvidia and Google competing for limited supply largely controlled by Japan’s Nittobo. Apple and others have tried securing more capacity and exploring alternative suppliers, but strict quality requirements make this difficult. Qualcomm and other chipmakers are also affected, with no quick fix in sight.
Source: 9to5Mac
