Apple faces critical shortage as AI boom strains supply chain

Nikkei Asia reports that Apple has been scrambling to solve a glass cloth shortage, with the supply crunch projected to last until at least the second half of 2027. Here’s what that means.

’One of the biggest bottlenecks for 2026’

According to Nikkei Asia, Apple was one of the first companies to turn to glass cloth fiber as part of the substrate to iPhone chips, partly due to its “dimensional stability, rigidity and ability to facilitate high-speed data…