<p>➀ The impact of generative AI will lead to a sharp increase in DRAM wafer demand.</p><p>➁ DeepSeek, a Chinese AI startup, has released a large-scale language model (LLM) called DeepSeek-R1, which is comparable to OpenAI's GPT-4.</p><p>➂ DeepSeek's R1 was developed in just two months at a cost of 5.6 million US dollars, a fraction of what other companies spend.</p><p>➃ The rise of smartphones is an example of disruptive innovation, replacing PCs in the market.</p><p>➄ The growth of AI servers, especially those with AI semiconductors, is expected to drive the demand for advanced node logic and DRAM wafers.</p><p>➅ The demand for DRAM wafers is expected to soar as generative AI becomes more prevalent.</p><p>➆ The global wafer demand is projected to increase significantly due to various factors, including government subsidies and the rise of AI.</p>