[Demand growth + new production capacity is difficult to increase, and electronic cloth prices may continue to rise in the short term] November 12th, driven by the surge in demand for AI computing power, the market for the upstream electronic cloth industry of PCB (Printed Circuit Board) is being pushed to new highs. On the supply side, ultra-thin, low-dielectric special fabrics and other categories are in short supply and inventory is tight, and listed companies in the industry chain are busy deploying new production capacity; on the demand side, rumors of Nvidia's new architecture testing electronic cloth-free computing backplanes have disturbed industry expectations. In this context, how will the relevant listed companies lay out their plans? When will new production capacity be ramped up? What is the short-term trend of electronic cloth prices? The reporter learned from the interview that the mismatch between supply and demand is the leading factor in this round of electronic cloth price increases. The industry currently presents a tight pattern of "conventional cloth gaps + special cloth serious shortages". The added production capacity will be difficult to increase in the short term. It is expected that the price of electronic cloth will continue to rise in the short term. Regarding the recent rumors that NVIDIA's next-generation Rubin Ultra computing backplane is testing an electronic cloth-free solution, a listed company admitted that the rumor is currently in the direction of material research and development and is still in the proof-of-concept stage; due to the need to reduce costs, leading companies are exploring better technical routes and developing research and development in the direction of inorganic materials and organic materials. "Judging from the communication with downstream customers, it is foreseeable that the application status of fiberglass cloth will not have major problems in the future, and it may only be substituted in some special and small-volume application scenarios." (Reporter Lu Tingting)