Choi Tae-won wanted to express that the AI demand has brought about an extremely high demand, allowing them to earn huge profits, but he is equally concerned that this AI demand poses significant challenges. If the targets are not met, it could lead to massive losses.

This helps explain why, in the face of a surging demand explosion, they are not making large-scale investments to increase memory production capacity. Of course, they hope to continue benefiting from shortages and price hikes to boost their profits, but they are genuinely worried that if the AI bubble bursts, they could end up losing $100 billion on memory.

The memory market has experienced such sharp rises and falls many times before, and this cycle should be no exception. Especially in this round, domestic memory manufacturers are joining the fray. While the three giants are unwilling to increase capacity, domestic players are eager to seize market share. In the future, the memory market may no longer be dictated solely by the three giants.