Electronic Fabric Prices Extend Gains; 7628 Glass Cloth Up 1.5 Yuan per Meter

The breadth of the increases — across thick 7628 cloth, G75 yarn and the thin 2116 and 1080 models — points to a supply-side constraint rather than a single-product spike, with loom availability and firm downstream demand doing the work. Copper-clad laminate prices matter here because they set the margin backdrop for the fabric suppliers and signal whether the cost push is being absorbed upstream. The capacity additions and the shift toward low-dielectric and low-thermal-expansion grades are the structural story to track: whether that mix shift tightens the mainstream cloth market further, or eventually relieves it, is the open question.