However, if investments in artificial intelligence generate returns more slowly than expected, the pace of infrastructure expansion will inevitably decline, reducing demand for memory. At the same time, the situation within the memory market is becoming less homogeneous. Approximately 30% of the global increase in production capacity by 2028 is expected to come from Chinese manufacturers. As early as next year, demand for AI chips may increase by another 60-100%, while production capacity is unlikely to expand quickly enough to keep pace. As a result, market conditions are expected to remain favorable for memory manufacturers for the time being.