AI server demand tightens thin fiberglass supply; CCL prices may rise 10–15% from November
TechNews, citing supply-chain sources, reports that fiberglass cloth and copper clad laminate (CCL) suppliers are preparing price increases of roughly 10–15%, with the earliest effective date in November, though actual changes depend on product specification and supplier. Supply of thin fiberglass cloth grades such as 2116, 1080 and 1078 is described as especially tight, with little short-term relief expected. Rising demand from AI servers, high-speed switches and data centers is cited as driving demand for high-end Low Dk and Low Df fiberglass cloth. The report also says supply-chain surveys show Chinese CCL leader Kingboard has raised prices 12 times this year, with 1080-grade E-glass cloth up about 300% from low to high, claims not confirmed by the company.
The report indicates that AI-driven demand for high-end electronic materials is spilling into tight supply and higher costs for thin fiberglass cloth and CCL, which the article says could pass downstream to CCL and PCB makers.
隨著 AI 伺服器及高速網通需求持續成長，高階玻纖布需求增加，排擠一般電子級材料供應，帶動新一波漲價壓力。供應鏈指出，玻纖布及銅箔基板（CCL）醞釀調漲報價，預估漲幅約 10% 至 15%，最快於 11 月生效，實際仍依產品規格及供應商而異。其中，2116、1080 及 1078 等薄玻纖布供應尤其吃緊，短期內缺貨情況難以改善。
隨著 AI 伺服器、高速交換器及資料中心對訊號傳輸速度與穩定性要求提高，帶動低介電常數（Low Dk）、低介電損耗（Low Df）等高階玻纖布需求增加。其中，Low Dk 有助於改善高速訊號傳輸特性，Low Df 則可降低訊號傳輸過程中的介電損耗。
#Kingboard Holdings#China Jushi#Copper clad laminate (CCL)#Printed circuit board (PCB)