Nittobo's stock price has almost halved since May 7, so it’s important to pay attention! 🧐

Since the recent boom in AI hardware, high-grade copper foil substrates (CCL) and fiberglass cloth have been in high demand, which has led to a surge in the company's stock price!

Nittobo, as the absolute monopolist in the high-end "fiberglass cloth" sector, is currently a crucial invisible champion in the global semiconductor and AI computing power supply chain.

Especially their flagship T-Glass, a high-modulus ultra-thin fiberglass cloth, which has extremely high rigidity and a very low coefficient of thermal expansion, is an essential material for the advanced packaging CoWoS substrates of AI chips, and also a major source of the company's profits!

I looked up some information, and aside from the significant expansion by China Jushi Group, the main concern in the market currently is the valuation issue; after a round of speculative hype, the valuations appear high, and the growth in financial data is becoming increasingly sluggish, especially under the backdrop of high capital expenditures (CapEx), putting pressure on both cash flow and net profit.

This transmission from industrial chain companies to major AI hardware companies needs to be observed and monitored! 🧐

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