RAM is a very cyclical market, historically. You can look at $MU historical charts and kind of see that it trades like a cyclical (compare it to $RIO, for example).
Cyclical companies are easily burned by investing in infrastructure right at the peak. It happens all the time with little mining companies, and I think DRAM manufacturers are sort of the mining companies of tech.
Cyclical markets are the sort of thing 'National Strategic Reserves' should address...
Am I crazy for wanting this to be in Full ECC RAM modules suitable for composition into many device factors with hope that we'll finally go to reliable memory for all markets as a result?
Cyclical companies are easily burned by investing in infrastructure right at the peak. It happens all the time with little mining companies, and I think DRAM manufacturers are sort of the mining companies of tech.