Electronic cloth prices rise in October; listed firms confirm increases

The fact that multiple listed suppliers confirmed these hikes on the same day suggests coordinated pricing power rather than isolated spot tightness, and the steeper move in thin cloth points to demand skewed toward higher-end applications rather than broad restocking. New capacity not arriving until late next year means this pricing environment could persist through the interim, keeping margins with incumbent producers. Whether the thin-versus-thick spread keeps widening, or buyers push back as the increases filter downstream, is the open question.