If the “AI Bubble” did pop, would the three major RAM companies even be affected?

It seems like all three will profit in some way: Micron will make huge sales with these AI companies since they need large amounts of RAM to be able to even create the software they want. The other 2 RAM companies, Samsung an SK Hyinx will also profit as a whole 1/3rd of their competition in the consumer RAM market disappears completely. The AI Bubble popping would be because AI companies can’t meet expectations, thus not making profits, causing the bubble to pop, or the market crash. But these RAM providers ARE meeting expectations by selling the hardware. If the crash occurs, how would their stocks drop, if they are making profits by selling hardware?

Note: I’m a fairly new investor, so I may be way off the mark with this evaluation. Please feel free to correct me!