The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to ease only by 2028. This shift is impacting industrial PC (IPC) manufacturers not just through short-term inventory fluctuations but evolving into mid- to long-term structural changes. IPC players are now comprehensively adjusting pricing mechanisms, product platforms, and procurement strategies to adapt to this new environment.