MU even with the current pressure on the stock price.
Even with an AI bubble burst, RAM will be needed more and more as more fields are starting to get automation baked into them (AI or not) and competition takes time to establish and build up manufacturing.
Even China's new player has their cheap prices fixed to high end RAM prices from a few months ago.
I built a $7000 PC (it's worth over $9000 now) with a 5090, 64GB of DDR5 RAM, and 4TB of NVMe storage. I don't even play video games, I just want to stare at it like jewelry knowing I just made things more expensive for you gamers LOL
Dig ding ding. We have a winner computers break eventually. All the RAM, GPUs, and SSDs have have their prices skyrocket.
Nations with cheap or subsidized electricity put the kabash on subsidizing crypto mining.
The price of making it function is going through the roof. Which could create abandonment of the platform.