The reporter recently conducted in-depth research on the industry chain and found that the overall production capacity of the industry is tight, yet downstream demand is increasing unabated. Currently, high-end e-yarn is still “hard to find”. Some manufacturers are tilting production capacity towards high-end categories with high gross margins, such as ultra-thin cloth and special cloth, which in turn has led to an increase in the stock price of ordinary electronic cloth products. To this end, many listed companies have accelerated production capacity layout, and quartz fiber electronic cloth, which is suitable for high-frequency and high-speed application scenarios, is the main layout direction. Regarding the future market, many interviewees believe that as the wave of AI computing power infrastructure continues, the short-term supply of upstream PCB substrates such as electronic yarn/cloth will continue to be tight. Due to the long release cycle of new production capacity, combined cost support and the resonance of downstream demand, product prices are expected to rise.

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