$Intel(INTC)$ Intel and $AMD(AMD)$ AMD are both switching over to DDR5 platforms around end of year to early 2022, forcing the entire competitive cloud enterprise sector to adopt the new standard, followed by home PCs and eventually mobile devices.

All that DDR4 out there is suddenly obsolete. Sounds more like the beginning of a super cycle than a “winter is coming” end-of-cycle. Keep in mind that certain short-sighted analysts are only projecting spot pricing models off DDR4 data.$Micron Technology(MU)$