If my statements are in conflict then explain a situation where all companies, Chinese or otherwise, refuse to make consumer ram after the AI bubble pops?
PC Component vendors will NOT stop selling parts and customers will NOT stop building PCs because that is leaving money on the table.
???? I am baffled by your rebuttal because that was exactly my claim.
It was the OP who claimed that a stock price drop would cause companies to stop making all ram of any type.