Right now the world is focused on the impact of tariffs, so the question is: what's going to happen with HBM DRAM?"
Global customers are, overall, maintaining their previously discussed memory demand levels with us,
Even when our clients are headquartered in the US, memory products are often shipped to locations outside the US, meaning the actual proportion of direct exports to the US is not particularly high,
Additionally, some clients are pulling forward demand by requesting short-term supply advances,