In Morgan Stanley's most recent research report, a cautionary note is sounded regarding potential risks looming over the consumer electronics market. The report highlights that as memory chip producers reallocate their wafer capacities to focus on HBM, DDR5, and higher-layer NAND flash memory, the scarcity of mature-process DRAM and NAND chips has become more acute. Consequently, it is anticipated that the prices of traditional DDR4 memory will experience a significant upswing, potentially reaching a 50% increase in the third quarter of this year, following this trend of capacity shift.