[Industry insiders: The overall supply and demand are in a "tight balance" and the price increase of electronic cloth in November is still a high probability event] October 29th. Since the beginning of this year, AI servers have been iteratively upgraded, printed circuit board (PCB) material specifications have been improved, and the demand for ultra-thin, low-dielectric special electronic cloth has been concentrated. The electronic cloth industry has ushered in a structural increase in both volume and price. At present, the price of electronic cloth has reached a high level in the past ten years. After the price increase was implemented in October, some market voices said that copper-clad laminates and PCBs are expected to upgrade to less cloth or no cloth, and the amount of cloth used in related industrial chains may decrease in the future. In this regard, many industry insiders interviewed said that since this year, the incremental demand for high-end substrates brought by AI servers, high-speed switches, automotive PCBs, etc. has caused electronic cloth prices to rise continuously. At present, electronic cloth has advantages in many aspects. The expectation of less cloth or no cloth in fields such as copper clad laminates is mainly due to cost pressure. Since the overall supply and demand are in a "tight balance", it is still a high probability that the price of electronic cloth will increase in November. (China Securities Journal)