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“Nan Ya is a global leader in glass fiber E glass and is favored by the major North American AI players. Some market observers suggest that Nan Ya's relevant cap”
@jukan05
Nan Ya at full capacity with NVIDIA supply chain locked in; industry 15% E glass price hike flows straight to margin expansion.
1303.TWLONG@ $137.69
$155.99+13.29%
since call Jun 19
peak +64.0%
“According to the latest disclosure from Kingboard, a leading CCL maker in mainland China, the price of glass fiber E glass raw material will be raised by 15% st”
@jukan05
Kingboard is the upstream CCL price-setter; its 15% E glass hike signals structural pricing power as AI server demand overwhelms supply across the chain.
0148.HKLONG@ $125.37
$39.66-68.36%
since call Jun 19
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