On June 30th, according to a report by Taiwanese media outlet Digtimes, due to rising manufacturing costs and a supply shortage in the market, Fuqiao Industrial, a major manufacturer of electronic-grade glass fiber cloth (glass cloth, also known as "fiberglass cloth" or "electronic cloth"), recently issued a formal price increase notice to its customers, announcing a 15%-30% increase in the price of its electronic cloth products. The new prices will take effect from July 1st, 2026.

According to the official price increase notice issued by Fuqiao to its customers, this price adjustment exhibits distinct differentiation characteristics. Specifically, the ordinary E-glass products for general PCBs and consumer electronics have been uniformly increased by 30%; while the Low DK2 products for AI servers and high-speed high-frequency boards have been increased by 15%.

Fuqiao Industry stated that the reason for the price increase lies in the continuous rise in the cost of glass fiber yarn, as well as the increase in energy, transportation, and manufacturing-related costs.

It is worth noting that the increase in price of Fuqiao Industrial E-glass is higher than that of high-end Low DK2, reflecting the differences in supply and demand patterns between the two types of products: ordinary E-glass faces a larger supply-demand gap, while high-end Low DK2 experiences a relatively moderate increase due to Fuqiao's continuous expansion of production and long-term customer orders.

The industry believes that due to the robust demand for AI-related high-end electronic fabrics and their significantly higher profit margins compared to ordinary products, leading manufacturers are actively allocating more of their limited production capacity to the production of high-end electronic fabrics, which has also resulted in a shortage of ordinary E-glass supply.

Electronic cloth, woven from ultra-fine electronic-grade glass fiber yarn, serves as a crucial reinforcement substrate for the manufacture of copper-clad laminates (CCL) and printed circuit boards (PCB). In terms of thickness, electronic cloth can be categorized into two main types: conventional thick products represented by 7628, and thin and ultra-thin high-end products such as 2116, 1080, and 106.

Taking the price of 7628 electronic fabric as an example, according to the price adjustment table obtained by the reporter, on October 10, 2025, the quotations from two leading enterprises were 4.3 yuan/meter to 4.5 yuan/meter. By June 1, 2026, their quotations had reached 7.3 yuan/meter to 7.7 yuan/meter; the price of 2116 electronic fabric climbed from 4.4 yuan/meter to 4.5 yuan/meter to 9.3 yuan/meter; and the quotation for 1080 electronic fabric was adjusted from 4.5 yuan/meter to 9.7 yuan/meter.

Regarding the current round of electronic fabric market trends, some industry enterprises have clearly stated that the global electronic fabric industry is at a critical juncture of structural upgrading. The explosive growth of downstream applications such as AI computing power, 5G/6G communication, data center switches, and automotive electronics has driven the high-end electronic fabric market into a high boom cycle.

Meanwhile, practical factors such as the long-term monopoly of high-end supply by overseas enterprises like Nitto Textile in Japan, low localization rates, and the continuously expanding supply gap jointly constitute a strategic opportunity period characterized by a clear time window, high demand certainty, and an unsolidified competitive landscape.

According to a research report from China Merchants Securities, the release of high-end supply is constrained, and structural gaps persist. The core bottleneck of high-end electronic fabric lies in the long delivery cycle of high-end looms, which can take 18-24 months, making it difficult to break through in the short term.

Looking ahead, the tight supply-demand situation may persist throughout the year. Several institutions predict that, against the backdrop of low inventories of mainstream manufacturers and robust demand, there is still a significant expectation for an increase in electronic fabric prices.