As the saying goes, when things go to the extreme, they will turn around. To make money, you only earn 3 cents, and to give up 7 cents is the key to a long and prosperous business! I have never doubted the logic of insufficient supply of memory chips, but once it harms a major consumer like Apple, it will inevitably cause backlash and resistance from the consumer end. This is not a problem of financial data, it will lead to social phenomena! Coincidentally, the recent lawsuit against Samsung, SK Hynix, and Micron on June 25th was filed in California. Accusing them of using the shift towards AI memory chips as a cover to reduce the production of regular DRAM (which is the memory used in daily laptops and mobile phones) and deliberately inflate prices. data Over the past three years, DRAM prices have risen by approximately 500-700%, which has had a huge impact on consumer electronics and smart cars. If the development of AI leads to consumer deflation, it is not worth the loss. Pay attention to the outcome of this lawsuit recently!