Nittobo

Tokyo, Tokyo, Japan · AI Core · Fabrication, memory & packaging / Advanced packaging · nittobo.co.jp

Nittobo manufactures T-glass, a high-performance glass-fiber material used in high-end ABF semiconductor package substrates. Persistent T-glass shortages can directly constrain advanced packaging supply.

Positioning

The dominant maker of low-thermal-expansion T-glass cloth for AI package substrates and low-dielectric NE glass for data-center boards; a specialty-glass chokepoint whose shortage has been named by the substrate makers as gating high-end ABF supply.

Latest signals

  • TSMC, Ajinomoto, and Nittobo occupy critical supply-chain positions for AI packaging.Electronics Weekly

1 signals name Nittobo. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · Nittobo tanshin via BigGo, Nikkei
  • FY3/27 guided revenue growthRevenue · Nittobo tanshin via BigGo, Nikkei
  • FY3/26 electronic materials revenue growthRevenue · Nittobo tanshin via BigGo, Nikkei
  • FY3/26 revenue growth (%)Revenue · Nittobo tanshin via BigGo, Nikkei

7 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production6
Commercials8
Progress10
Technology8
Positioning10
Firepower6
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Advanced packaging

14Disco · 9640Ibiden · 9142ASE Technology Holding · 9152Besi · 9064Ajinomoto Fine-Techno · 8880Unimicron · 86

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Nittobo do?

Nittobo manufactures T-glass, a high-performance glass-fiber material used in high-end ABF semiconductor package substrates. Persistent T-glass shortages can directly constrain advanced packaging supply. The dominant maker of low-thermal-expansion T-glass cloth for AI package substrates and low-dielectric NE glass for data-center boards; a specialty-glass chokepoint whose shortage has been named by the substrate makers as gating high-end ABF supply.

Where does Nittobo rank in ai core?

Nittobo ranks 86 of 100 on the AI Infra 100 (November 2026 edition) with a score of 85 out of 100, in Advanced packaging (Fabrication, memory & packaging). Assessment by Frontier Tech Intelligence.

Who are Nittobo's peers in Advanced packaging?

Disco (rank 14), Ibiden (rank 40), ASE Technology Holding (rank 42), Besi (rank 52), Ajinomoto Fine-Techno (rank 64), Unimicron (rank 80).

Where is Nittobo based and when was it founded?

Nittobo is based in Tokyo, Tokyo, Japan.

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