CITIC Securities: Similar to the memory supercycle, this electronics component cycle may be even more intense
A research report by CITIC Securities argues that the upward momentum of the current memory cycle is driven by supply optimization and AI demand. Memory manufacturers are focusing on high-margin products and reducing the supply of mainstream memory, causing prices to rise rapidly and generating greater price elasticity. According to Bloomberg, spot prices for mainstream DRAM and NAND chips have surged by as much as 223%, a trend expected to last 12 to 18 months. Drawing parallels with the memory sector, the current demand cycle for electronic fabrics is primarily driven by AI demand, offering stronger growth potential and sustainability, with AI requiring greater volumes of specialty electronic fabrics. Amid this supercycle, the research report suggests that 7628 electronic fabrics are also poised to reach new price highs. Given the continued rapid growth in AI demand, the research report forecasts that demand for specialty fabrics could grow by as much as 100% by 2026. Due to capacity constraints at Toyota looms, the report concludes that specialty electronic fabrics will remain in short supply in 2026. Driven by strong margins, companies have a strong incentive to continue shifting production toward specialty fabrics.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
24H Trending
-
1
GRAM (Gram, prev. Toncoin) price pulls back to $1.057, hitting a nearly 365-day low
-
2
BCH (Bitcoin Cash) trading volume reached $2.1 million over the past hour (15.2x its average for the same period over the past 7 days), currently trading at $247.900.
-
3
What is the LDN Token and How to Acquire and Trade It
-
4
A Review of Major Global Blockchain Trading Platforms and Apps
-
5
ANKR Token Analysis: Current State and Future Outlook of Web3 Infrastructure
-
6
Real-World Use Cases and Impact of Blockchain Brawlers (BRWL)
-
7
2026 US Stock Market Safe-Haven Assets Encyclopedia: How Walmart and Caterpillar Lead the Industrial Sector Amid AI Bubble Doubts
-
8
What Cryptocurrency Is ADR? A Deep Dive into the Solana Meme Project American Dollar Reserve
-
9
How is BFHT doing? What is the future outlook for BFHT?
-
10
Current Status of BUSD (Binance USD): Issuance Halted, Orderly Wind-Down Underway
Markets Today
Recommended Reading






