Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention.
Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases for related materials and squeezing profit margins for copper clad laminate (CCL) suppliers. Japanese materials makers have recently taken the lead in raising prices, shifting rising costs downstream to customers and end markets.
China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1, 2026, prices for its smart security and AIoT product lines will rise by 10% or 20%, depending on the upstream wafer foundry manufacturing the products.
