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Micron might singlehandedly pop the AI bubble by expanding these Japanese plants
| https://i.imgur.com/chK2k5a.jpeg | 12/16/25 |
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Date: December 16th, 2025 6:57 PM Author: https://i.imgur.com/chK2k5a.jpeg Even if it looks like a smart move for Micron, everyone experiencing ripple effects of the DRAM shortage will blame "the AI bubble." Everyone feeling sticker shock (or God forbid supply shock) will blame "the AI bubble." All of this will have a snowball effect that amplifies the skeptics and causes everyone to hit pause on AI (http://www.autoadmit.com/thread.php?thread_id=5811120&forum_id=2.#49515116) |