Nittobo to triple T-Glass cloth capacity by 2027

Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from AI server customers. The group will build a new factory equipped with advanced fiberglass fabric manufacturing capabilities. Production is expected to begin gradually, starting from the fourth quarter of fiscal year 2026 at the earliest, which ends March 2027.

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Etron chair optimistic about US Section 232 investigation results

Nicky Lu, chairman of Etron Technology, stated that the global semiconductor industry is expected to grow from US$300 billion in 2010 to US$2 trillion by 2040. Meanwhile, system applications generate revenue approximately four times that of the semiconductor industry. Correspondingly, financial technology (fintech) is projected to expand with a 40-fold multiplier effect, potentially reaching a scale of US$80 trillion by 2040.

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South Korea’s manufacturing data offers advantage in improving physical AI precision

Physical AI has become a key focus in the manufacturing and IT industries, as AI applications extend from online environments into the physical world, leading companies to begin deploying robots in real-world settings through significant improvements in training efficiency. However, considerable challenges remain in achieving high precision in applications such as autonomous driving.

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