AI Investment

The current core sector is still storage. Essentially, there's no need to discuss cycles for AI now because it’s meaningless; it's all about collective prosperity or collective loss. If AI crashes, the market won't stop selling storage just because storage is cyclical or only growing; it will sell everything, not just storage.
So, the investment logic for AI worldwide is very simple now. Either you buy the sectors with the highest certainty and proven profitability—storage—or you try to find the sectors with the highest elasticity, which is why you'll see everyone focusing on very detailed segments, like PCB and MLCC, taking turns to hype because the market is chasing elasticity, aiming to make enough money in a short period.