00:00Among the entire market of electronics industry, only the data center with AI server is leading such growth, huge growth.
00:10How long do you expect this demand to last?
00:14I think at least three years, we will continue to have such strong demand.
00:22Broadly in the tech sector right now, another challenge has been the shortage of memory chips, the price surge.
00:30Are you seeing an impact of that down into the component sector?
00:35Not exactly yet. However, for high-end phones, they don't have any impact.
00:45They secure the enough demands of our memories.
00:50However, low-end, mid-end phone, I think will have some impact.
00:58So, original forecast, they will produce a little bit more than last year.
01:07However, they face some difficulties to increase their manufacturing.
01:14And that eventually comes to you when they need the components for those lower-end devices?
01:21Yes, that's right.
01:23Not to mention that eventually, because a lot of these manufacturers are increasing prices, that can also sort of temper
01:29the broad market demand.
01:31Is that a risk?
01:35I think so.
01:38So, as of today, they don't change any forecast yet.
01:45However, we can imagine.
01:46We can imagine.
01:47We can imagine.
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