Comment by ThrowawayR2
1 day ago
If the AI bubble bursts, the DRAM manufacturers switch back to making conventional DRAM and pent-up business and consumer demand results in a surge of purchases, cushioning the fall considerably.
1 day ago
If the AI bubble bursts, the DRAM manufacturers switch back to making conventional DRAM and pent-up business and consumer demand results in a surge of purchases, cushioning the fall considerably.
Look into the time frames a bit more, this isn’t a switch they flip. If the bubble bursts today it will be years before those downstream effects add up.