I think it's important to note the context though: There had been a RAM glut that meant Micron lost money every quarter in 2023, with revenue almost halving vs

I think it's important to note the context though: There had been a RAM glut that meant Micron lost money every quarter in 2023, with revenue almost halving vs 2022. This was post-pandemic, and demand had dropped a huge amount. The RAM companies didn't have money to invest. https://www.chiplog.io/p/dram-was-the-worst-business-in-chips https://www.chiplog.io/p/dram-was-the-worst-business-in-chip...