At the recent MemoryS 2025 Storage Summit, Tai Wei, general manager of the flash memory market, pointed out that artificial intelligence has made storage more basic and more critical, and the demand for large-capacity storage is strong. Last year, there was a situation of supply exceeding demand. It is expected that the penetration rate of AI mobile phones will increase to 30% this year, and AI PCs will be implemented more quickly. Storage will play an important role in smart cars. According to statistics, HBM accounts for nearly 30% of the DRAM industry, and last year, server memory consumption exceeded that of mobile phones, and it is expected to continue to grow this year.