Memory has only really recently become lucrative. Germany still has heavy machinery, trains, drilling machines etc all of which will be needed for a long time regardless of whether the "bubble pops" or not.
Heavy machinery is starting to. Computer vision for robots is a big deal, and takes quite a bit of processing power. Robotic mining, earthmoving, and even construction equipment is exactly where Germany will innovate. Not to mention drones - Rheinmetall needs DRAM...
I've been involved in the train industry before, not heavy industry yet unfortunately.
And I can tell you that it doesn't matter how many advancements are made, thr hardware on the trains will be at least a decade behind. Siemens do be like that.