Glas Cores in tech transitioning from fibre glass - bottlenecks

Hello everyone, tech sector that build hardware has a fibre glass related bottleneck. Nitto boseki pretty much swarmed by orders of high quality fibre. Glas cores are being developed and prototyped right now. Do you think investing in glas core right now is good time or is it to early? Right now infrastructure is newly build by big companies like mag7 but will the later cyclical upgrade relatet demand slow down making glas core and high quality fibre having less demand and giving less opportunity? or will other sectorrs like EV, and robotics increasingly balance it out? When do you think will investors change from AI/edge AI to EV sector or will robotics take over next ehanced by edge AI?