抢料、涨价、扩产，高端电子布大缺货

Core Viewpoint - The global shortage of high-end electronic-grade glass fiber cloth is significantly impacting the supply chain, with major companies like NVIDIA, Google, and Amazon competing for materials, leading to price increases and extended shortages expected to last until the second half of 2027 [3][4][5]. Group 1: Market Dynamics - The demand for Low CTE (low coefficient of thermal expansion) glass fiber cloth is rising due to its critical role in next-generation PCB materials, which enhances signal integrity and thermal stability [4][5]. - The collaboration between Nanya Plastics and Nitto Boseki aims to increase production capacity to meet the growing market demand for high-end glass fiber cloth [3][4]. - Nitto Boseki currently dominates the market, supplying over 90% of Low CTE glass fiber cloth globally, and has announced a 20% price increase for its products starting in Q3 2025 [6]. Group 2: Supply Chain Impacts - The shortage of glass fiber cloth is affecting the entire supply chain, with companies like Resonac announcing price hikes of over 30% for PCB materials due to rising costs of raw materials [6]. - Nanya Plastics has also indicated an 8% price increase for all CCL products and prepregs starting from November 20, 2025, due to the collective rise in international copper prices and other upstream materials [7]. - The ongoing supply constraints are expected to further escalate prices across the industry, impacting the production of advanced electronic materials [5][6].