It is relevant. Because as part of primary business they would have had incentive to produce those consumer goods even if overall profit would have suffered. Without that incentive even if the overall production increases the RAM manufacturers simply wouldn’t be able to afford the AI-inflated DRAM prices for Micron to justify selling to them over LLM companies with unlimited funds.

All three (Micron, Samsung, SK Hynix) said publically that they are milking every possible cent until this market bubble pops and everyone else can fuck off until then.