[dchftcs]

Micron cuts off the business because there is a much more profitable place to deploy their capacity. The real reason Micron has a resource crunch that forces them to exit a steady business is that enterprise now places a huge premium on things didn't use to be that important.

This massive tide floats all boats and there will be smaller players filling the gap. With slightly worse chips at first yes, but historically DRAM had been a cyclical businesss where new manufacturing capabilities were brought online en masse after a boom.