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Technology/February 17, 2026/1 min read/wsj.com

A Critical AI Niche Is Dominated by One Little-Known Japanese Company | WSJ

Source

New AI Stars : Nittobo, founded in 1923, was originally a spinner of cotton and silk + Ajinomoto, the Japanese food company best known for commercializing monosodium glutamate...Yes, a textile and food company.

WSJ TOKYO—Imagine a sheet made of microscopic glass fibers, woven by a former silk maker and thinner than a human hair. A shortage of this material—essential in artificial-intelligence chips—is looming over companies including Apple and Nvidia.

References

  1. Original source (wsj.com)

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Published
February 17, 2026
Read time
1 min read
Progress0%

The cloth-like material known as T-glass comes almost entirely from a single century-old Japanese textile company called Nittobo that doesn’t expect to bring significant new capacity online until late this year.

Ajinomoto, the Japanese food company best known for commercializing monosodium glutamate, used its chemistry knowledge to make a specialized film used in the underside layer of a chip alongside T-glass. Nvidia’s million-dollar server racks rely on a Taiwanese manufacturer of furniture components for drawer slide rails.

Context: Host Naval Ravikant introduces a roundtable discussion on the "AI Industrial Revolution" with three frontier deep tech and software founders who build their own physical factories and tech infrastructure from first principles rath…