I admit that I previously underestimated the growth potential of AI chip memory requirements. As the demand for high-bandwidth memory (HBM) for large model training and inference explodes, memory chip manufacturers are entering an unprecedented opportunity period. Especially industry players like Micron, whose memory chip product lines are becoming a critical bottleneck for AI infrastructure development. From data center expansion to AI server deployment, the memory cost proportion is far higher than I initially expected. This is not just a cyclical rebound but a structural long-term shift in demand. The market may still have room to price the capabilities of such suppliers.