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アップル、クアルコム、グローバル・テック・エコシステムを圧迫する日本のガラスクロス供給不足

Japan’s crucial role in the global technology supply chain is once again in the spotlight as a severe shortage of high-end glass cloth fiber — a specialized material used in printed circuit boards (PCBs) and chip substrates — is disrupting production plans for major tech companies such as Apple and Qualcomm. The supply bottleneck, originating from limited output by a dominant Japanese manufacturer, highlights both Japan’s strategic importance in advanced electronics manufacturing and the vulnerabilities inherent in globally intertwined technology supply networks. What’s Happening with Japan’s Glass Cloth Supply Glass cloth fiber is a high-performance fabric made from extremely fine glass fibers that provides dimensional stability, rigidity, and high-speed data transmission capabilities essential for modern PCBs and advanced semiconductor substrates. These materials form the backbone of sophisticated electronics — from…

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