[White-Haired Stock God Serenity: Long-Term Demand Outlook for Memory Chips is Clear, but Market Still Worries About AI Investment Sustainability and Financing Risks] Odaily Planet Daily News - White-Haired Stock God Serenity stated that the memory chip industry is experiencing unprecedented long-term demand visibility, with major cloud service providers like Google even seeking to sign long-term supply agreements extending to 2035. However, the market remains affected by concerns over the sustainability of AI infrastructure investments and financing risks. Serenity also cited Dell CEO Michael Dell's perspective, noting that the shortage of memory chip supply could persist for approximately four years, as the construction cycle for new wafer fabs is lengthy, with related capacity expected to come online only around 2029 to 2030. Dell predicts that the supply-demand imbalance for memory chips could worsen further by 2027.