Industry insiders: Electronic cloth price hike in November still highly likely

The near-decade-high electronic cloth price reflects structural demand from AI servers, high-speed switches and automotive PCBs rather than a speculative spike, which makes the tight supply-demand balance harder to resolve quickly. Talk of reducing or eliminating cloth in copper-clad laminates and PCBs appears to be a cost-driven response rather than a technical verdict, and insiders still see cloth holding advantages in many applications. The open question is whether substitution pressure gains traction if prices keep climbing, and whether the expected November increase materializes as demand from those three end markets holds.