Intl Fiber says T-glass cloth in small-batch supply to major clients, gap remains

The shift from qualification to small-batch supply matters because it moves a critical substrate from promise to actual delivery, but the company's own framing — a remaining gap, constrained second-generation capacity, and allocation toward strategic customers — signals that scarcity, not resolution, is still the operative condition. The people affected are downstream users who depend on this cloth and now face a supplier choosing whom to serve first. Whether small-batch volumes scale, and how the structural divergence across product types sorts out, is the open question.