It's not just to do with profit, there are other factors involved. For example, AI companies placing large orders is good for RAM manufacturers as it's easier to plan production schedules. The RAM industry is fairly volatile in terms of it being hard to predict demand. That's just one additional factor, there are others.
Comments
Margins for consumer were wider vs HBM before killing Crucial, and still is today. Something else is going on...
It's not just to do with profit, there are other factors involved. For example, AI companies placing large orders is good for RAM manufacturers as it's easier to plan production schedules. The RAM industry is fairly volatile in terms of it being hard to predict demand. That's just one additional factor, there are others.