Illiquid(@illyquid):MS says it is most constructive on high-end glass fabric and names Kingboard Laminates as a beneficiary as capacity is shifted away from standard E-glass. MS compares the dynamic to DDR4 producers earning supernormal profits (CXMT is making more money than HBM producers).

Illiquid

@illyquid

FundaAI. Also writes at Collyer Bridge.

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Illiquid@illyquid

2026.09.14 05:23

MS says it is most constructive on high-end glass fabric and names Kingboard Laminates as a beneficiary as capacity is shifted away from standard E-glass. MS compares the dynamic to DDR4 producers earning supernormal profits (CXMT is making more money than HBM producers).