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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
by ThrowawayR2 12d 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.
- EA-3167 12d agoLook 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.