NuAxiSemiconductor trade intelligence

Global shortage of glass fiber cloth continues

What happened

A severe global shortage of glass fiber cloth is constraining PCB laminate supply, extending lead times for advanced materials to 140 days and for standard FR-4 to 4 weeks. Manufacturing capacity in Europe and Asia is near full, with 3-4 month backlogs. Price increases of 10-15% for advanced materials are anticipated in 2026.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

PCB LaminateGlass Fiber ClothFR-4High Tg LaminateLow Dk Laminate

PanasonicEMCTUCShengyiNanya

Megtron 4 Megtron 6 EM370 EM827 TU865 TU933

shortageprice-hikelead-time-extensioncapacity-constrained

Source and time

Source: Evertiq · 3/4/2026 · View original source

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Global shortage of glass fiber cloth continues

What happened

Impact and signal

Affected components and suppliers

Source and time

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