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2026-03-10 09:55:39
[CITIC Securities: Demand for AI Specialty Fabrics Accelerates, Supply-Demand Gap for Low DK 2 and Low CTE May Reach 20%, Prices Expected to Double] (1) A CITIC Securities research report points out that demand for AI specialty fabrics will accelerate in 2026, and the supply-demand gap for Low DK 2 and Low CTE is expected to widen to around 20%. At the same time, with the release of active restocking demand, the price elasticity of specialty fabrics is expected to increase. (2) The research report estimates that specialty fabrics only account for 0.1% of server costs, and downstream users are less sensitive to price increases in specialty fabrics. (3) Based on the above supply and demand pattern and cost transmission capabilities, CITIC Securities expects that the prices of Low DK 2 and Low CTE are expected to more than double in 2026.
