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.
Source:富途快讯 · Source Link
Disclaimer: This content reflects only the author’s personal views and does not constitute any investment or financial advice. If you discover any content that violates regulations,Click to Report
24H Trending
-
1
Anthropic's S-1 filing to disclose over 10% possibility of AI product causing human extinction
-
2
Experts at Fashion Tech Show suggest AI and automation are key to overcoming onshoring challenges
-
3
UNI Price Dynamics: Breaking Key Resistance, Can $8 Be the Next Target?
-
4
Former Infosys CEO's AI startup Hang Ten Systems nabs another $53M, bringing total funding to $85M
-
5
Yahoo Finance Analysis: SpaceX's AI cloud leasing business is growing rapidly, potentially boosting its valuation from $2 trillion to $3 trillion.
-
6
US Retail Sales Rise 1.2% in August, Beating Estimates After July Drop
-
7
Meta CEO Mark Zuckerberg and Nvidia CEO Jensen Huang Push Back Against Calls for AI Slowdown, Citing Strong Natural Incentives for Safe Development
-
8
SoftBank Group's record $6.45 billion retail bond sale on Thursday will boost its share of Japan's corporate retail bond market to nearly 50%
-
9
Nvidia and SK Hynix's comments suggest strong outlook for Micron Technology
-
10
Winbond Electronics to Acquire Infineon's NOR Flash and F-RAM Businesses for $1.12 Billion in Cash
Markets Today
Recommended Reading



