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.