De-concentration regulations will have no impact on semiconductor companies.

If de-concentration regulations are implemented, they can simply reduce investment.
Even if the 5 units planned for next year drop to 4
while building a total of 100 over 10 years,
the total volume of 100 after 10 years remains the same..
Semiconductor companies just need to adjust their investment based on the situation..
This is just meaningless confusion.
In fact, it is a great opportunity for memory companies that didn't want to invest to use this as an excuse to reduce investment and maintain prices.