Morgan Stanley: 40% Shortfall in High-End Glass Cloth, Material Strength Underestimated
Source：
www.techflowpost.com
According to Chaoxiang Research, Morgan Stanley's September 13, 2026 research report indicates that the supply gap for high-end glass fabric will be approximately 40% in 2026, deepen in 2027, and ease to around 30% in 2028. HVLP4+ copper foil is projected to face a shortage of about 31% in 2027 and roughly 20% in 2028. Optical fiber demand for AI-driven data centers is expected to grow at a compound annual growth rate exceeding 20% from 2025 to 2030, with optical fiber prices already reaching a seven-year high. The global CCL market is projected to increase from approximately $19 billion in 2025 to around $47 billion in 2030.
