u/DaddyVaradkar

The author claims the AI GPU supply chain is bottlenecked by low-CTE T-Glass, where Nittobo has about 90% share and is booked through late 2027, forcing NVIDIA to qualify Taiwan Glass as a second source for the 2026 GB200 ramp. He argues Taiwan Glass's furnace retrofit, $2.25B NTD electronic-grade yarn expansion, reported NVIDIA/Unimicron executive visits, and early-2026 volume production should re-rate it from a construction glass maker into an AI material supplier. He cites Nittobo's prior 5-bagger and Taiwan Glass's lower valuation multiples to expect it to trade like a "$10 tech material stock," and states he is long 15k shares.