[JPMorgan: The Role of Memory as a Strategic Asset in General Artificial Intelligence Remains Unchanged] According to a report by Jinse Finance on June 25, JPMorgan analysts stated in a report on Thursday: 'The memory shortage is driven by explosive demand for AI factory infrastructure... We believe the role of memory as a strategic asset in general artificial intelligence (AGI) remains unchanged.' They added that there are currently few signs of demand destruction or memory content optimization that could alleviate the supply-demand imbalance.