Development

Smartphones and datacenters fight over glass cloth

development2026-01-15

Claim

Apple and Qualcomm are competing with Nvidia and Amazon for scarce glass cloth fiber, pitting smartphones against data centers for circuit board material.

Reporting date: 2026-01-15 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to January 15, 2026 (theinnermostloop.substack.com)

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Welcome to January 15, 2026

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DRAM prices jump 55% in a quarter

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Smartphones and datacenters fight over glass cloth
Innermost Loop KB — secondary record
Reporting date: 2026-01-15
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-01-15-glass-cloth-shortage
Claim: Apple and Qualcomm are competing with Nvidia and Amazon for scarce glass cloth fiber, pitting smartphones against data centers for circuit board material.
Attributed sources:
- Welcome to January 15, 2026 — https://theinnermostloop.substack.com/p/welcome-to-january-15-2026
This citation does not imply independent verification of linked-source claims.

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