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Market update As of 12 Sep 2026

Electronic glass fabric: supply stays tight

Electronic glass fabric has been repricing every month since the start of the year. The driver is not a one-off outage: AI server demand has pulled loom capacity onto high-margin low-Dk cloth, and the standard styles that go into ordinary multilayer boards are what gets squeezed out. Laminate and prepreg increases are now following through to the board price.

Lexington® key message

Material availability currently matters more than pure price optimisation. Early planning and close coordination with the supply chain are decisive.

+15 / +20 %
September increase
Market leader, thick / thin cloth
+17–18 %
August, month on month
Largest single month of the year
€1.30–1.69
Per metre, mid-August
Styles 7628 through 1080
2027
Earliest relief
When most new capacity is scheduled

What is actually driving this

[ Causes ]

Two developments over the course of 2026, one on each side of the balance. Neither is a short-term disruption, which is why the price line has not turned.

1 Capacity moved to AI-grade cloth
Weavers have shifted looms from standard styles onto low-Dk specialty fabric for AI servers.
Low-Dk cloth runs denser and slower, so a converted loom also yields fewer metres per shift.
Second-generation low-Dk was quoted around €20.65 per metre — against €1.30 for standard 7628.
Standard supply therefore contracts without anyone announcing a shutdown.
2 Inventories were already gone
The market leader reported stock of "just over a week", against more than two months in October 2025.
Industry-wide inventory has been reported at three to ten days.
Many mills moved to advance payment or quota allocation.
With no buffer left, each capacity shift goes straight into the price.
How the squeeze propagates
  1. 01 AI server demand
  2. 02 Looms switch to low-Dk
  3. 03 Standard supply shrinks
  4. 04 Inventories drawn down
  5. 05 Prices rise

Why this will not resolve quickly

[ 3 structural bottlenecks ]

Additional capacity cannot be built at short notice. Three factors limit supply independently of price development.

01

Weaving machines

One Japanese manufacturer holds over 90 % of the world market for electronic-cloth looms. Delivery runs 12 to 24 months and the order book is full well beyond that.

Booked to 2030
02

Ultra-fine yarn

Only a few producers master the required quality at sufficient volume.

Limited number of sources
03

Qualifying new suppliers

Release and certification cycles cannot be shortened, especially in regulated industries.

Typically 1 to 2 years
  1. 2026
    Supply severely strained, monthly repricing
  2. 2027
    Most new capacity scheduled to land
  3. 2028
    Easing only if loom deliveries hold to plan
  4. 2030
    How far loom order books currently reach

What reached laminate and prepreg

[ Pass-through ]

Fabric is an input, not a line item on your quotation. These are the announced supplier increases on the materials it goes into — the point at which the fabric market becomes a board price.

Material Change Effective
Standard multilayer CCL and prepreg +30 % 1 Sep 2026
Low-loss laminates (MEGTRON, XPEDION) +15 % 1 Sep 2026
Semiconductor substrate material (LEXCM GX) +30 % 1 Sep 2026
CEM-3 glass composite +30 % 1 Sep 2026
Flexible base material (FCCL) +15 % 1 Sep 2026
FR-4, all thicknesses +10 % Notice of 28 Aug
Prepreg, 7628 and thicker +10 % Notice of 28 Aug
Prepreg, below 7628 +20 % Notice of 28 Aug

These are supplier notices, not a forecast for your quotation — no board price moves by the full percentage, because material is only part of it. They show where the pressure is building. Copper-clad laminate has now been repriced seven times in 2026.

What customers should expect now

Continued volatile prices and longer response times in procurement.
Thin and ultra-thin styles are tighter than thick ones, so HDI and high layer counts are hit hardest.
Small call-off quantities and short-notice special demand carry the most risk.
Cost increases are likely to keep being passed along the supply chain.

Lexington® recommendations

Align demand, forecasts and delivery windows early.
Fix critical materials and specifications as early as possible.
Review safety stock, staggered call-offs and alternative sourcing models.
Assess price and schedule risks together and transparently.
Tie in core suppliers strategically and actively secure supply.

More on the blog

[ Series ]

The market update sums up the position. We take up the individual topics from it in longer posts on the blog.

4 August 2026 Market

Why electronic glass fabric affects the entire PCB supply chain

The squeeze starts with an input that appears on no bill of materials: the glass fabric inside the base material. What is behind it, why it will not pass quickly, and wha...

Read →
All posts →
Short presentation PDF · 4 pages · DE

Market update: electronic glass fabric

The full short presentation with current prices, the structural bottlenecks and recommended actions — ready to pass on within purchasing.

Request PDF →

Sources: Chinese market and industry reporting (Cailianshe, Sina Finance, EET-China, 21jingji) and published supplier price notices. Yuan converted at ¥7.7497 = €1.00 (11 September 2026); the rate moves, the euro figures with it. Information without guarantee; prices and availability can change at short notice. As of 12 September 2026.

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Does this affect your project?

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