The Foundation of Computing Power and the Loom Dilemma: AI-Driven Restructuring of Electronic Fabric Supply and Demand and Scarcity Pricing

2026-02-25 03:30:36

The electronic fabric industry is at the intersection of a once-in-a-decade supply-side rigid constraint and a paradigm shift on the demand side. 2026 will become the inaugural year for large-scale application of specialized AI electronic fabrics, and 2027 will see a major industry-wide supply and demand gap explosion. Moving beyond traditional cyclical building material thinking, redefine the industrial value of electronic fabrics from the perspective of “core materials for AI infrastructure.”

Which segments will benefit from incremental dividends?

Why is the new material narrative in 2026 worth paying attention to?

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