Bank of America's Prediction
By 2030, the TAM will be $1.96T, with half of that—$900B—being memory.
Memory is what makes AI intelligent. The market is showing where the value lies.
And this Bank of America prediction is extremely conservative.
And people are saying 2026 is peak? Bears are really weird.
RAM is not only CPU and data center. All phones, computers and robots are using RAM as well. Robotics is next. And population is also growing. More people, more RAM needed.
So, what the hell bears tell that peak is right now???