31 3105.T Nitto Boseki Co., Ltd. (Nittobo) Loading... : Bullish and Bearish Analyst Opinions

Author names Nittobo as holding ~90% of the T-glass market and describes it as a near-term bottleneck benefiting from rising organic substrate demand, with capacity expansion targeting 2027 operation and a next-generation T-glass launch in 2028. This is a separate, earlier cycle from glass core substrates. Risk: T-glass demand is tied to organic substrate volumes; if glass core adoption accelerates, it could displace T-glass demand, but that is 2027+.