Key points
- Thailand's own laminate and glass-cloth capacity grows in dated steps from the end of 2026. ITEQ plans 600,000 laminate sheets a month at its Thai plant by the end of 2026, Ventec plans formal mass production in Ayutthaya at the end of 2026, and Fulltech plans mass production of glass cloth in Chachoengsao in the third quarter of 2027.[6][7][5]
- Later steps are dated to 2027, 2028 and 2029: Panasonic Industry's new MEGTRON building in Ayutthaya from November 2027, ITEQ's second Thai plant in 2028, Doosan Electro-Materials in Samut Prakan from the second half of 2028, and a second new Panasonic building in Ayutthaya, about ¥37 billion, from April 2029.[9][8][10][11]
- Fulltech broke ground at the Apex Green industrial park on 5 July 2026 and says the plant's capacity is fully booked by customers. It is the only glass-cloth plant in the MPBxChange register of Thai materials plants.[5]
- KCE Electronics, a PCB maker listed on the Stock Exchange of Thailand, said on 5 November 2026 that the supply of specialised fiberglass was constrained as suppliers prioritised capacity for AI server applications, which restricted materials for conventional PCB production. Its laminate subsidiary, Thai Laminate Manufacturer, adjusted its selling prices.[1]
- The average fiberglass price in the KCE group's filings rose from US$0.47 a metre in the first quarter of 2025 to US$0.95 in the third quarter of 2026.[3][1]
- Three laminate makers with Thai plants reported record October revenue. Against October 2025, Taiwan Union Technology's revenue rose 127%, ITEQ's 120% and Ventec's 224%; the figures are consolidated revenue from all of their plants.[25][26][27][30][31]
Developments from 30 September to 5 November 2026
| Date | Company or source | Reported | Source |
|---|---|---|---|
| 30 September 2026 | Fulltech Fiber Glass | Plant facility works of 759.7 million baht for the Thai glass-cloth plant | [17] |
| 1 October 2026 | Taiwan Union Technology | Mechanical and electrical works of 1.029 billion baht for the Thai plant | [29] |
| 8 October 2026 | ITEQ | Thai plant at about 300,000 laminate sheets a month, expanding to 600,000 by the end of 2026 | [6] |
| 22 October 2026 | Nanya New Material | Groundbreaking of its Thai production base in Prachin Buri | [23] |
| 22 October 2026 | Supply-chain sources, reported by Commercial Times | Thin glass cloth in styles 2116, 1080 and 1078 tightest; easing expected gradually from the second half of 2027 to 2028 | [32] |
| 26 October 2026 | Ventec | Official opening of the Ayutthaya plant; small-volume shipments | [13][7] |
| 30 October 2026 | Panasonic Industry | A second new building (Phase II) at the Ayutthaya plant, about ¥37 billion, operations from April 2029 | [11] |
| 5 November 2026 | KCE Electronics | Specialised fiberglass constrained as suppliers prioritise AI server capacity; the laminate subsidiary adjusts its selling prices | [1] |
| 5 November 2026 | Taiwan Union Technology, ITEQ, Ventec | Record October revenue | [25][26][27][30][31] |
Context
Glass cloth is the woven fibreglass inside every laminate core and every sheet of prepreg. At Thai Laminate Manufacturer, for example, glass fabric is treated with a varnish of mainly epoxy resin to make prepreg; sheets of prepreg are then stacked with copper foil on the top and bottom and pressed into laminate.[4]
The 2026 supply of glass cloth worldwide is covered in the material shortage article. Kingboard Laminates reported in August 2026 that existing capacity had largely shifted to AI-related products, causing severe shortages of traditional electronic fibreglass yarn and fabric, and that the shortage of fibreglass fabric had intensified further since the start of the second half of 2026.[33] Supply-chain sources cited by Commercial Times in October described general electronic-grade cloth being crowded out as makers turned existing capacity to high-end products, while demand for it remained.[32]
This article covers the Thai side: what a Thai board maker's filings say about glass cloth and laminate, and the laminate, prepreg and glass-cloth capacity in Thailand that is running or dated to 2029. The plants also appear in the register of Thai materials plants, their incentives in the BOI article, and each dated step in the Thailand PCB tracker.
Thai laminate, prepreg and glass-cloth capacity, 2026 to 2029
| Plant | Product | Province and estate | Latest reported step | Stated start or volume date | Amount stated |
|---|---|---|---|---|---|
| Thai Laminate Manufacturer, KCE group | Laminate and prepreg | Bangkok Lat Krabang Industrial Estate[4] | Reported Founded on 9 March 1995; supplied about 70% of the KCE group's laminate requirements in the first half of 2026.[4][2] | not stated | not stated |
| Panasonic Manufacturing Ayutthaya, existing plant | Circuit board materials | Phra Nakhon Si Ayutthaya Rojana Industrial Park[11] | Reported Established in September 1994; makes circuit board materials, plastic moulding compounds and semiconductor encapsulants.[11] | New buildings: Phase I and Phase II rows below. | not stated |
| Taiwan Union Technology (Thailand) | Laminate and prepreg | Chon Buri not stated[16] | Reported Small-volume production from the third quarter of 2025; plant building works of 1.475 billion baht disclosed on 25 August 2026, and mechanical and electrical works of 1.029 billion baht on 1 October 2026.[12][19][29] | Plan Expansion budgets to be invested from the second and third quarters of 2026, and a capital increase of 2 billion baht for a second plant's machinery; the filings give no production date.[20][21][28] | US$189.2 million (6.3 billion baht), BOI; budgets of about 6.1 billion baht (March 2026) and 7.79 billion baht (July 2026), company[16][20][21] |
| ITEQ, Thai plant one | Copper-clad laminate | not stated not stated | Reported About 300,000 sheets a month in October 2026.[6] | Plan 600,000 sheets a month by the end of 2026.[6][8] | not stated |
| Ventec International Group, Thai plant | Prepreg, bond-ply and laminate | Phra Nakhon Si Ayutthaya Hi-Tech Industrial Estate[14] | Reported Officially opened on 26 October 2026; small-volume shipments of laminate and bonding sheet under way.[13][7] | Plan Formal mass production at the end of 2026; treating capacity from 2027, adding 15% to design capacity; full capacity at the end of a ramp through 2028.[7][13] | US$17 million, stated in December 2024[14] |
| Fulltech Fiber Glass (Thailand) | Glass cloth | Chachoengsao Apex Green industrial park[5][16] | Reported Ground broken for phase one on 5 July 2026; plant facility works of 759.7 million baht disclosed on 30 September 2026.[5][17] | Plan Mass production in the third quarter of 2027; capacity fully booked by customers.[5] | US$99.4 million (3.3 billion baht), BOI; capital spending of about 3.1 billion baht, company[16][15] |
| Panasonic Industry, Ayutthaya, new building (Phase I) | MEGTRON circuit board materials | Phra Nakhon Si Ayutthaya Rojana Industrial Park[9] | Reported Announced on 12 September 2025.[9] | Plan Operations from November 2027; mass production by the end of fiscal year 2028.[9][11] | About ¥17 billion[9] |
| ITEQ, Thai plant two | Copper-clad laminate | not stated not stated | Reported Capital spending approved by the board on 5 May 2026.[18] | Plan 600,000 sheets a month in 2028; 1.2 million sheets a month for the Thai plants by the end of 2028.[8][6] | 3.328 billion baht, company[18] |
| Doosan Electro-Materials (Thailand) | Laminate and prepreg | Samut Prakan Araya Industrial Park, as named by the Korea Times[16][10] | Reported Approved by the BOI, as announced on 8 July 2026.[16] | Plan Operations from the second half of 2028.[10] | US$180.2 million (6 billion baht), BOI; 180 billion won, as reported by the Korea Times[16][10] |
| Panasonic Industry, Ayutthaya, new building (Phase II) | Circuit board materials | Phra Nakhon Si Ayutthaya Rojana Industrial Park[11] | Reported Announced on 30 October 2026; about 36,000 square metres of floor area.[11] | Plan Operations from April 2029.[11] | About ¥37 billion[11] |
| Shengyi Technology (Thailand) | Laminate and prepreg | Chachoengsao TFD Industrial Estate Phase II[22] | Reported Structure topped out on 16 January 2026.[22] | Plan 12 million square metres of laminate and 23.4 million metres of prepreg a year; no start date given.[22] | RMB 1.4 billion[22] |
| Nanya New Material Technology, Thai production base | Copper-clad laminate | Prachin Buri not stated[23] | Reported Groundbreaking ceremony on 22 October 2026.[23] | Plan No capacity or start date given.[23] | not stated |
Plants running today
Thai Laminate Manufacturer (TLM), founded on 9 March 1995 in the Lat Krabang Industrial Estate in Bangkok, makes copper-clad laminate and prepreg for KCE Electronics and its subsidiaries.[4] KCE said TLM supplied about 70% of the group's laminate requirements in the first half of 2026.[2] Panasonic Manufacturing Ayutthaya, established in September 1994 in the Rojana Industrial Park, makes circuit board materials alongside plastic moulding compounds and semiconductor encapsulants.[11]
Taiwan Union Technology's Thai plant began small-volume production in the third quarter of 2025, with capacity expected to reach 300,000 sheets a month in the fourth quarter of that year, according to MoneyDJ.[12] ITEQ's Thai plant had copper-clad laminate capacity of about 300,000 sheets a month in October 2026, according to the Liberty Times.[6] Ventec's plant in the Hi-Tech Industrial Estate, Ayutthaya, a US$17 million investment when the company chose the site in December 2024,[14] opened on 26 October 2026 and has begun small-volume shipments of laminate and bonding sheet.[7] It makes prepreg, bond-ply and laminate for high-reliability boards.[13]
Dated steps from the end of 2026 to 2029
- End of 2026: ITEQ's Thai plant at 600,000 sheets a month, the figure ITEQ's investor presentation of August 2026 gives for its first Thai plant; and formal mass production at Ventec's plant.[6][8][7]
- 2027: Ventec's treating capacity, which raises the Thai plant's total design capacity by a further 15%.[7]
- Third quarter of 2027: mass production at Fulltech's glass-cloth plant in Chachoengsao.[5]
- November 2027: operations at Panasonic Industry's new building (Phase I) in Ayutthaya, an investment of about ¥17 billion, with mass production by the end of fiscal year 2028.[9] The BOI describes it as the first production base for MEGTRON materials in ASEAN.[34]
- 2028: ITEQ's second Thai plant, 600,000 sheets a month.[8] ITEQ's board approved 3.328 billion baht of capital spending for it on 5 May 2026,[18] and the company expects the Thai plants to reach 1.2 million sheets a month by the end of 2028; a third plant is in planning, which would bring the total to 1.8 million sheets a month when all three are complete.[6]
- 2028: Ventec's plant at full capacity, after a gradual ramp through 2028, with about 3 million square metres of prepreg and 80,000 square metres of bond-ply a month.[13]
- Second half of 2028: operations at Doosan Electro-Materials' plant, approved by the BOI at US$180.2 million (6 billion baht) in Samut Prakan.[16] The Korea Times reported an investment of 180 billion won and two production lines at first, expandable to eight.[10]
- April 2029: operations at Panasonic Industry's second new building (Phase II) in Ayutthaya, about ¥37 billion and about 36,000 square metres of floor area.[11]
Projects building without a stated start date
Taiwan Union Technology's Thai project is approved by the BOI at US$189.2 million (6.3 billion baht) in Chonburi, for copper-clad laminate and prepreg designed for AI servers and data centres.[16] Its filings on Taiwan's Market Observation Post System (MOPS) set out the steps. On 11 March 2026 the board approved an expansion budget of about 6.1 billion baht for the Thai subsidiary, for buildings and equipment, to be invested from the second quarter of 2026.[20] On 29 July 2026 it approved a further capacity-expansion budget of about 7.79 billion baht, for land, buildings and equipment, from the third quarter,[21] and the same day the Thai subsidiary's board approved a capital increase of 2 billion baht to add machinery and capacity at its second plant.[28] The Thai subsidiary then disclosed plant building works of 1.475 billion baht on its own land on 25 August 2026,[19] and mechanical and electrical works of 1.029 billion baht on 1 October 2026.[29] The filings give no production date.
Shengyi Technology's Thai plant in the TFD Industrial Estate Phase II, Chachoengsao, an investment of RMB 1.4 billion, was topped out on 16 January 2026. The plan is 12 million square metres of high-performance laminate and 23.4 million metres of prepreg a year, for automotive electronics, AI server and high-performance computing boards, and package substrates.[22] Nanya New Material Technology held the groundbreaking ceremony for its Thai production base in Prachin Buri on 22 October 2026.[23]
Fulltech's glass-cloth plant in Chachoengsao
Fulltech Fiber Glass, a Taiwanese maker of glass yarn and glass cloth listed under the code 1815, is building the only glass-cloth plant in the MPBxChange register of Thai materials plants.[5] Its steps so far:
- 25 February 2026: the board approved capital spending of about 3.1 billion baht by the Thai subsidiary, Fulltech Fiber Glass (Thailand) Co., Ltd., for its plant construction plan.[15]
- 5 July 2026: groundbreaking for phase one at the Apex Green industrial park in Chachoengsao.[5]
- 8 July 2026: the BOI listed the project at US$99.4 million (3.3 billion baht), to produce specialised glass fibre fabric, a raw material for PCB manufacturing.[16]
- 30 September 2026: the Thai subsidiary disclosed plant facility works of 759.7 million baht, awarded to China State Construction Engineering (Thailand).[17]
- Third quarter of 2027: mass production planned.[5]
The plant is to make high-end glass cloth with advanced processes, for AI servers, low-earth-orbit satellites and IC substrates. The company says its capacity is fully booked by customers, and that the plant will serve customers in Southeast Asia from nearby, making the supply chain more efficient and resilient. It also reported that it had developed quartz cloth for M9-grade materials and would take it through certification for customers' China plus one needs.[5]
MPBxChange reads the plant as the first in its register to weave glass cloth in Thailand; until it runs, the register lists no Thai plant that weaves the cloth for Thai-made laminate. With its capacity booked before it starts, its output is committed to the customers that booked it. It sits in the same province as Shengyi's laminate plant.[5][22]
What a Thai board maker's filings describe
KCE Electronics makes printed circuit boards in the Lat Krabang Industrial Estate in Bangkok and the Hi-Tech Industrial Estate in Ayutthaya, and its laminate subsidiary TLM is also in Lat Krabang.[4] Its management discussion and analysis, filed each quarter with the Stock Exchange of Thailand, describes the glass-cloth supply in three steps through 2026.
- 12 May 2026: raw material prices had increased significantly entering the first quarter of 2026, with supply constraints affecting the global electronics industry; key suppliers continued to support the company's operations at higher prices, due to strong demand and tighter supply.[3]
- 11 August 2026: the laminate industry had faced significant supply constraints in the first half, driven primarily by shortages of fiberglass, and laminate suppliers raised prices from the first quarter through the second. Strong global demand for AI-related electronic products led many fiberglass makers to prioritise capacity for AI applications, so that the supply available for conventional PCB materials became increasingly constrained. Laminate and prepreg from outside suppliers cost about 15% to 30% more than in the first quarter, and some suppliers had moved part of their deliveries from sea freight to air freight.[2]
- 5 November 2026: the shortage of laminate and prepreg was largely attributable to the constrained supply of specialised fiberglass, as suppliers continued to prioritise capacity for AI server applications. This shift in allocation further restricted the materials available for conventional PCB production, and the imbalance between fiberglass demand and supply remained a critical concern heading into the fourth quarter. TLM, affected by higher costs of copper foil and fiberglass, adjusted its selling prices.[1]
The filing of 11 August also notes why a laminate cannot simply be swapped: laminate and prepreg are approved by customers under their approved vendor lists, so alternatives are limited and require customer qualification.[2]
The filings list the average price of the fiberglass the group buys. It was US$0.52, US$0.47 and US$0.49 a metre in 2023, 2024 and 2025.[24] By quarter it rose from US$0.47 in the first quarter of 2025 and US$0.52 in the fourth to US$0.62, US$0.74 and US$0.95 in the first three quarters of 2026. The third-quarter figure is 27.84% above the second quarter and 87.64% above the third quarter of 2025, as the filing computes it.[3][2][1] The average price of copper foil bought by TLM rose from US$12.63 a kilogram in the third quarter of 2025 to US$17.54 in the third quarter of 2026.[1] The table gives one average for all fiberglass, with no breakdown by glass style.
MPBxChange reads KCE's sequence as the industry account seen from a Thai plant: glass capacity went to AI grades first, and the squeeze on conventional grades followed. The average price per metre in the group's table roughly doubled in six quarters (MPBxChange calculation: 0.95 / 0.47 = 2.02).
October revenue of laminate makers with Thai plants
| Company (stock code) | Thai plant | October 2026 revenue, NT$ million | Change on September 2026 | Change on October 2025 | January to October, change on a year earlier | Reason given on MOPS | Source |
|---|---|---|---|---|---|---|---|
| Taiwan Union Technology (6274) | Chon Buri | 6,478.4 | +5.76% | +126.99% | +102.67% | Product mix optimisation | [25] |
| ITEQ (6213) | Province not stated | 6,035.9 | +3.63% | +119.53% | +57.16% | Price increases and growth in AI-related demand | [26] |
| Ventec International Group (6672) | Phra Nakhon Si Ayutthaya | 1,172.7 | +14.86% | +224.35% | +85.37% | Product mix optimisation and price increases | [27] |
Revenue on MOPS is filed as consolidated revenue, so the figures cover each group's plants in every country, not Thai output.[25][26][27] The reasons are the companies' own words in the remarks column. The United Daily News reported each month as a record.[30][31]
Supply for Thai board plants, 2026 to 2029
Most of the capacity arriving in Thailand is laminate and prepreg. Of the twelve rows in the capacity table, one makes glass cloth: Fulltech's plant, from the third quarter of 2027.[5]
Several of the new laminate lines are aimed at AI-grade boards. The BOI describes Taiwan Union Technology's Thai project as copper-clad laminate and prepreg designed for AI servers and data centres,[16] and Panasonic Industry is building its Ayutthaya buildings for MEGTRON materials to support the deployment of AI technology.[9][11] Others are aimed more widely. When Ventec announced its Thai plant it presented it as part of a China plus one strategy for high-mix, high-reliability sectors, at a time when some laminators were shifting capacity towards AI infrastructure and IC substrates;[13] at the opening it said the plant would also serve its existing automotive electronics customers.[7] ITEQ's chairman said the Thai plant fully meets out-of-China conditions for applications such as low-earth-orbit satellites.[6] TLM supplies the KCE group.[4]
MPBxChange reads the timing as follows. The dated Thai additions cluster between the end of 2026 and 2028, the same window in which supply-chain sources expect the thin glass-cloth shortage to ease gradually, depending on equipment deliveries, new capacity and product changeovers.[32] The restriction that KCE describes falls on materials for conventional boards. Thai laminate capacity aimed at those boards grows from the end of 2026, while the register lists no plant weaving glass cloth for it in Thailand until Fulltech's plant runs in 2027.
A material made in a new Thai plant reaches a board after customer qualification, which KCE notes for laminate and prepreg under approved vendor lists[2] and Fulltech for its quartz cloth.[5] The steps from a plant's opening to qualified supply are set out in the article on Ventec's Ayutthaya plant. The board plants that use these materials are in the MPBxChange plant register, KCE's under KCE Electronics; the materials pages and the industry overview give the wider picture.
Data and method
This article draws on KCE Electronics' management discussion and analysis for 2025 (10 February 2026) and for the first three quarters of 2026 (12 May, 11 August and 5 November 2026) and on its company page; filings on Taiwan's Market Observation Post System by Fulltech Fiber Glass (25 February and 30 September 2026), Taiwan Union Technology (11 March, 29 July, 25 August and 1 October 2026) and ITEQ (5 May 2026); ITEQ's investor presentation of August 2026; the MOPS summaries of October 2026 revenue; BOI releases of 8 July and 7 September 2026; Panasonic Industry's releases of 12 September 2025 and 30 October 2026; Ventec's release of 17 December 2024; Kingboard Laminates' interim results announcement of 24 August 2026; and reports by Anue (6 July and 26 October 2026), MoneyDJ (5 September 2025), the Liberty Times (8 October 2026), Evertiq (26 October 2026), the Korea Times (11 May 2026), Commercial Times (22 October 2026), the United Daily News (5 November 2026), the Hunan Electronic Circuit Industry Association (19 January 2026) and the Guangdong Circuit Board Association (23 October 2026). All were read on 5 November 2026.
The KCE prices are the averages printed in the filings, in US dollars. Revenue is consolidated group revenue as filed on MOPS, in New Taiwan dollars. Amounts are given in the currency each source uses, without conversion. Capacity, start dates and investment are the companies' or the BOI's stated plans and are not counted as output; a step is shown as reported only where a source reports it as having happened. Fulltech's October revenue was not yet in the MOPS summary on 5 November 2026. No company was contacted. Interpretation is MPBxChange analysis.
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How to cite: Dendoung, T. (2026). Glass cloth and laminate for Thai PCB plants: AI allocation and new capacity to 2029. MPBxChange research. https://www.mpbxchange.com/research/glass-cloth-laminate-thailand-supply-2026-2029