According to the latest data from Zhuochuang News in September, prices of G75 and 7628 electronic cloth, the mainstream products in the domestic electronic yarn market have increased significantly recently, and most manufacturers have further increased the price increase for some high-end models of e-yarn. He Li, general manager of Beijing Zhi Yu Zhishan Investment Management Co., Ltd., told reporters: “The core reason for the increase in electronic cloth prices is that AI is driving up demand, and effective supply expansion has failed to keep up in time. The number of PCB layers for high-end AI servers has increased, and the amount of electronic cloth used per unit is about 3 to 5 times that of traditional servers; manufacturers are also tilting resources such as equipment and capital towards high value-added products such as thin cloth and low dielectric cloth, causing the supply of ordinary electronic cloth to be squeezed.” Judging from the pace of supply release, the tight state of the electronic cloth market will continue in the short term.

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