If there is a demand for ram, which there is in the consumer market, then it shouldn't be a risk. If DCs get cancelled, then they should have contracts in place for at least a minimum buy, which should offset cost risk. If they don't have that, then that's just shitty business. Even still, they can just as easily slow down production if needed. If the bubble pops, either they'll have inventory that the world will buy and they can throttle back prod, or they don't have inventory and they will have to throttle prod anyway since demand for DCs as a whole has to be more than just the consumer market.

Idk, it's probably just the cynic in me, but I think it's likely this is just manipulation of the prices, especially given the history of these companies doing just that.