The demand for AI continues to grow rapidly, and analysis suggests that the price of electronic fabrics is expected to continue rising
According to broker grassroots research, the supply and demand for special electronic fabrics remain tight. Driven by marginal profits, companies have a strong incentive to continue shifting production to special fabrics, resulting in a continuous compression of the weaving machine capacity for 7628 electronic fabrics. Institutions expect that the price increase potential for 7628 electronic fabrics in this round may reach 8 yuan/meter
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