Electronic cloth prices extend November rally; top listed producers say capacity fully utilized

Full utilization alongside rising prices is the detail that matters here: it suggests the move is being driven by demand absorbing available supply rather than by producers holding back output, which is a stronger signal than a price print alone. The companies' framing that pricing simply follows market conditions leaves the durability of the rally unaddressed. Whether capacity stays fully utilized into the next pricing round, and whether that tightness feeds through to downstream electronic component costs, is the open question worth watching.