[Copper-clad laminates and PCBs are being upgraded to less cloth or no cloth? Response from multiple electronic fabric listed companies] October 28th: ​​Recently, some securities companies have released research reports mentioning that copper-clad laminates and PCBs are expected to upgrade to less or no cloth, and the amount of cloth used in the copper-clad laminates and PCB industry chains may decrease in the future. In response, a number of electronic cloth listed companies responded to reporters that currently, electronic cloth accounts for about 20% of the cost of copper clad laminates. Electronic cloth has good advantages in supporting copper-clad laminates, service life, drilling difficulty, thermal deformation, etc. Less cloth or no cloth is more due to cost pressure. The specific situation depends on the actual situation of downstream copper-clad laminate and PCB companies. Regarding whether the price of electronic fabrics will rise in November, which has attracted much attention from the outside world, many listed companies responded to reporters that the price increase in October has been implemented well. The price increase in November is a high probability event, but it still needs further verification by the market, and it is still in the price increase channel. (CSI Taurus)