How Many Times Will Electronic Fabric Increase in 2026, And What Is The Increase?

1, Regular collective price adjustment rounds within the year (mainstream 7628 standard thick fabric)

1. January to June: 5 rounds of unified price increases (industry collective price adjustments)
-February: Round 1
-March: Second round, with an average price of 5.2 yuan/meter
-April: Third round, with an average price of 6.2-6.5 yuan/meter
-May: Fourth round, with an average price of 6.6-7.0 yuan/meter
-Early June: 5th round, average price 7.4 yuan/meter, single month single round increase of 0.7~1 yuan/meter
2. The 6th round of price adjustment will be added in July (to be implemented on July 1st and officially implemented by major factories)
Top companies such as Fuqiao, Jushi, and Chongqing International have issued price increase letters, which is the 6th price adjustment in 2026.

Summarize the frequency of price adjustments

-First half of the year (January June): 5 rounds
-Year to date (including new price adjustments in July): 6 rounds
The industry norm is a monthly adjustment, and institutions predict that prices will continue to rise from August to December.

2, Cumulative increase in specifications (compared to the low point of the third quarter of 2025)

1. General 7628 thick cloth (maximum usage)

-Low point: 3.7-3.9 yuan/meter
-After five rounds in June: 7.3-7.7 yuan/meter, cumulative increase ≈ 100% (directly doubled)
-After the sixth round of price increases in July, ordinary fabric rose by 30%, high-end AI fabric rose by 15%, and spot prices were 8.5-9 yuan/meter, an increase of 130% to 140% from last year's low point

2. Ultra thin fabric (2116/1080, AI server HDI board)

-2116:4.4 yuan → 9.3 yuan, an increase of 111%
-1080:4.5 yuan → 9.7 yuan, an increase of 116%

3. High end low dielectric Low DK special fabric (high-speed AI board)

-At the beginning of the year, the price of the second-generation Low DK was about 80 yuan/meter, but now it is 150-160 yuan/meter, an increase of nearly 100%; High end quartz cloth costs up to 230 yuan/meter, with an increase of over 200%

3, Reference for single round and single price increase range

1. From February to May, in the first four rounds: each round will increase by about 0.5 yuan/meter
June 5th round: Single round increase of 0.7-1 yuan/meter, price increase accelerates
3. The 6th round of unified price adjustment by major factories in July:
-General Consumer Electronics 7628: Up 30%
-AI specific ultra-thin/low dielectric fabric: increased by 15%

4, Core background of price increase

The number of PCB layers in AI servers has significantly increased (the fabric consumption per unit is 3-8 times that of traditional servers), and the expansion cycle of new weaving machines is 12-18 months. The supply rigidity is insufficient, and the production cycle is generally more than 2 months. The high-end fabric production takes 4 months, and the inventory is at a historical low. The price increase cycle is expected to continue until the end of 2026.