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*In my view, our core watchpoints going forward are: Will new capacity additions outpace demand by 0000? How long can high-end memory demand from AI servers keep growing? Can on-device AI build a sufficiently large new market before cloud capital expenditure growth moderates?*

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*In my view, our core watchpoints are going forward: Will new capacity additions outpace demand by 0000? How long can high-end memory demand from AI servers keep growing? Can on-device AI build a sufficiently large new market before cloud capital expenditure growth moderates?*

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