Don't start clamoring about storage collapsing just because South Korea's circuit breaker triggered and SK Hynix dropped a bit.

Even a giant like Apple can only resort to "price shifting."
If memory prices rise by $50, I'll raise prices on consumers by $250! Apple, one of the strongest pricing makers on the consumer side, is still being squeezed by the AI supply chain.
Even so, memory manufacturers are unwilling to shift some production capacity to DRAM and NAND. Why do you think that is?
The answer is simple: HBM not only has higher profit margins, but its annual orders are also locked in with global AI capital expenditure from NVIDIA, Microsoft, Meta, Amazon, and others. For storage makers, this is a growth curve with much stronger certainty for the coming years. Consumer electronics demand faces significant cyclical fluctuations.
That said, this "squeeze effect" has actually opened up a channel for the AI personal consumer end...