Group 1 - The supply of fiberglass is tightening further, with manufacturers expected to initiate a second round of price increases of 10% to 15% due to rising costs and ongoing supply constraints [1] - Since 2025, the cumulative annual increase in fiberglass prices has exceeded 50%, indicating that the upcoming price hike is on top of previous significant increases [1] - The price increase signals have been prevalent since the beginning of the year, with multiple price hikes for ordinary electronic cloth recorded in late 2025 and early 2026 [1] Group 2 - Nitto Denko dominates over 90% of the low thermal expansion electronic cloth supply globally, and due to quality considerations, it cannot rapidly expand production, with new capacity expected to come online only in 2027 [2] - Some manufacturers are shifting their production focus from traditional E-glass to low dielectric glass cloth, exacerbating the supply gap for ordinary fiberglass cloth [2]