· 供应链分析
涉及标的： $AMD$ANET$APPL$NBCLF$NVDA$TSLA$TSM
Nitto Boseki - $NBCLF | 3110: AI极端瓶颈的故事： > 1923年开始纺纱/玻璃纤维 > 做到极致 > 为网球拍创造“T-Glass”（T-玻璃） > 等待100年，所有人都需要它 > $TSM 用于 CoWoS（芯片级封装） > $APPL 用于 M-Series Ultra/Max > $NVDA 用于 Blackwell + Vera Rubin > $TSLA 用于 FSD 汽车内的芯片 > $AMD 用于 MI300/MI400 AI 加速器 > $ANET 用于 800G 到 1.6T 和 3.2T > 苹果、英伟达和台积电争夺供应 > 已售罄至 2026 年 > 苹果、英伟达和高通派团队驻厂，字面意义上向这家纱线制造商乞求玻璃供应 > 目前在半导体用高端 T-glass 市场占据 80-90% 份额 这家价值 42.3 亿美元的垄断企业，全球科技公司都在争夺： 一家随机的日本纱线制造商。 披露：我持有头寸。
Nitto Boseki - $NBCLF | 3110: The story of an extreme bottleneck for AI: > Spin Yarn/Glass in 1923 > Be good at it > Create "T-Glass" for tennis rackets > Wait 100Y, everyone needs it > $TSM for CoWoS > $APPL for M-Series Ultra/Max > $NVDA for Blackwell + Vera Rubin > $TSLA for chips inside FSD cars > $AMD for MI300/MI400 AI accelerators > $ANET for 800G to 1.6T and 3.2T > Have Apple to Nvidia to TSM fighting over supply > Sold out through 2026 > Apple, Nvidia, and Qualcomm sends teams live on site to literally beg this Yarn Maker for glass supply > Now is 80-90% market share of the high-end T-glass used in semiconductors The $4.23 Billion monopoly that every tech company in the world is fighting over: A random Japanese Yarn Spinner. Disclosure: I own positions.