업계 동향: AI 및 전자 산업 혁명이 공급망을 어떻게 재편하고 있으며, 이로 인해 상류 단계의 유리섬유 원사 비용이 상승하고 있는가

Date: June 29, 2026

Dear Valued Customers and Partners,

Thank you for your continued trust and long-term partnership with Suntex Composite Industrial Co., Ltd.

As a leading global provider of high-temperature textiles, Suntex is fully committed to providing our partners with transparent market foresight and reliable services. Recently, the global upstream raw material market has experienced significant volatility. To help you better plan your upcoming procurement and inventory management, we would like to share a crucial market update regarding fiberglass yarn—the core raw material for our fiberglass fabric products—and outline potential supply chain adjustments.

1. Macro Background: The Structural Surge in Upstream Demand
   Since the beginning of 2026, fiberglass yarn prices in China and global markets have experienced a significant and sustained increase. According to industry research and supply chain data, this price rally is driven by a structural surge in demand from high-growth downstream sectors rather than speculative market trading:

• Exponential Growth in AI & Computing Infrastructure: The rapid iteration of Artificial Intelligence (AI) large models has triggered a global boom in data center expansions.
• Booming Demand for High-Frequency, High-Speed PCBs: AI servers and next-generation telecommunication equipment have led to exponential demand for high-speed Printed Circuit Boards (PCBs).
• Supply Squeeze on Electronic-Grade Base Materials: Core materials required for PCB fabrication, such as electronic glass fabric and Copper-Clad Laminates (CCL), have entered an aggressive inventory replenishment cycle.

Because these high-tech manufacturing sectors require massive quantities of fine, high-precision fiberglass yarn, upstream yarn manufacturers have heavily reallocated their production capacities. As a result, the supply of specific yarn specifications has become exceptionally tight.

2. The Transmission Mechanism: Why Industrial-Grade Fabrics Are Affected
   A common question among our partners is: “Our collaborative products are industrial-grade or high-temperature resistant fiberglass fabrics, not electronic fabrics. Why are we seeing an impact?”

The core reason lies in “upstream capacity and resource crowding”:

• Shared Raw Material Resources: Although the final applications differ, industrial-grade and electronic-grade fiberglass yarns rely on the same upstream supply chains, raw mineral resources, and platinum-rhodium bushing melting capacities.
• Capacity Reallocation Toward Higher Margins: The high premiums commanded by electronic-grade materials have driven up the price floor for the entire fiberglass yarn market, significantly compressing the overall availability of the raw material.

Over the past several months, the Suntex team has worked diligently to offset and absorb most of these mounting cost pressures through lean production optimization, strategic bulk inventory planning, and utilizing priority allocations with our long-term suppliers. However, as raw material costs break through historical resistance levels, it has become increasingly difficult to entirely absorb these increases solely through manufacturing efficiencies.

3. Early Warning & Adjustment of Quotation Mechanism (For All Glass Fiber Base Products)
   To ensure operational sustainability and guarantee stable, uninterrupted deliveries to our partners in a volatile market, we must re-evaluate our pricing structure if upstream fiberglass yarn prices continue to remain at current high levels.

Based on our meticulous cost-monitoring systems, we are proactively implementing the following quotation mechanism adjustment:

• Affected Product Scope: All fiberglass fabrics based on glass fiber greige fabrics, as well as all related composite material products.
• Adjustment Policy: Due to the overarching cost pressures and exceptional supply volatility across the entire fiberglass yarn supply chain, all historical quotations for the aforementioned products can no longer automatically serve as a reference for future repeat orders.
• New Inquiry Process: Future inquiries or new orders for these products will transition to a “Case-by-Case” evaluation model. Our sales team will reconfirm and provide valid quotations based on real-time raw material market prices and available capacity allocations on the day of the inquiry.

💡 Official Clarification: > This blog post serves as a forward-looking market trend analysis and supply chain early warning. It is designed to provide maximum transparency to help your company mitigate potential stockout risks, and it does not constitute an immediate, across-the-board price increase notice.

4. Our Commitment: A Dependable Partner Through Market Fluctuations
   In an uncertain market environment, certainty is the most valuable asset. Suntex proudly extends the following commitments to all our clients:

• Honoring Confirmed Agreements: For all orders that have been formally confirmed and scheduled for production, Suntex will strictly honor the agreed-upon terms, prices, and delivery schedules, regardless of upstream fluctuations.
• Uncompromised Quality & Delivery: We will never lower our rigorous Quality Control (QC) standards due to cost pressures. Suntex remains your most reliable and trusted partner for high-temperature textile solutions.

Given that this round of raw material fluctuation is part of a long-term cycle driven by the AI and tech revolution, we strongly recommend that customers with upcoming procurement plans contact our sales engineers as early as possible. This will allow us to co-evaluate your inventory levels and secure production schedules and raw material allocations ahead of time.

Thank you once again for your understanding, cooperation, and long-standing partnership.

SUNTEX COMPOSITE INDUSTRIAL CO., LTD Progress Never Ends

Official Contact & Supply Chain Channels:

Business Hotline: +86-27-87869042

이메일: [email protected]

Website: www.heatresistantfabric.com

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