00:00If it happens on our semiconductor industry, definitely will have a negative impact, right?
00:11So that's why we're discussing with the companies, because how we expect the country is that
00:19depending on the level of tariff, you know, whether that tariff will be absorbed by the
00:24consumers, right?
00:25And that means the tariff will continue, the export will continue to happen, but someone
00:31has to pay for the higher cost, whether it be the consumers or whether it be the company
00:35that absorbs.
00:36When we talk to the data center players, the Microsoft, the Google, the AWS, the rest of
00:41them, there is not a concern because the allocation under Tier 2 is adequate, right?
00:48And the concern is who will use it, right?
00:51There is more.
00:52So that's why I mentioned about the security safeguards, et cetera, on that technology.
00:57Not so much.
00:58So like I said earlier, there will be no impact so far, right, from the growth and the data
01:05center that has been committed because AI will be used by many.
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