CHAIRMAN SK HERCULES: AI SMARTS MULTIPLY DEMAND, AND THE CURRENT LIFE CYCLE IS MUCH LONGER

IN AN INTERVIEW WITH THE CNBC, CHAIRMAN CHOI TAE-JIN OF SK HERCULES STATED THAT AI WAS RADICALLY CHANGING THE PAST CYCLICAL PATTERN OF THE MEMORY INDUSTRY. IN THE PAST, MEMORY NEEDS DEPENDED PRIMARILY ON THE NUMBER OF PEOPLE AND WERE ALSO LIMITED TO THE NUMBER OF DEVICES SUCH AS MOBILE PHONES, COMPUTERS, ETC., AND A USER USUALLY NEEDED ONLY ONE MOBILE PHONE OR ONE COMPUTER. BUT IN THE AI ERA, EACH PERSON MAY HAVE 10 DIFFERENT AI SMARTS IN THE FUTURE AT THE SAME TIME, AND EACH SMART BODY NEEDS TO CONSUME MORE MEMORY, WHICH WILL LEAD TO QUANTITATIVE EXPANSION. IN HIS VIEW, THE CYCLING OF THE MEMORY INDUSTRY WOULD NOT DISAPPEAR, BUT THE BOOM MIGHT HAVE LASTED LONGER THAN IN THE PAST AND STRUCTURAL CHANGES HAD TAKEN PLACE BEHIND IT. AT LEAST IN THE SHORT TERM, HE SAW THAT CUSTOMER DEMAND FOR MEMORY PRODUCTS REMAINED VERY STRONG。