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Fiberglass Fabric Stocks Surge as AI Demand Drives Market Rebound
Process Industries · Chemicals: Specialty · economic_daily · 2026-11-09
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Taiwanese fiberglass fabric manufacturers, including TAI GLASS and Nan Ya Plastics, hit daily limits as AI server demand fuels a strong market rally.
What Happened
Fiberglass Sector Rally: Driven by surging demand for AI servers and high-end substrates, the fiberglass fabric sector outperformed the broader market, with stocks like TAI GLASS and Nan Ya Plastics hitting their daily price limits.
Policy and Institutional Support: The government's decision to deploy the National Stabilization Fund and implement short-selling restrictions boosted investor sentiment, while institutional buying in key stocks further solidified the rally.
Industry Growth Drivers: Official data shows a significant increase in the value of fiberglass fabric production this year, with a shift toward high-end low-DK materials, positioning manufacturers to benefit directly from the AI infrastructure boom.
Strong Operational Outlook: Nan Ya Plastics reported record-high monthly revenue with high capacity utilization, while TAI GLASS is aggressively expanding production to meet the specific requirements of AI-related clients, ensuring long-term growth potential.