RAM is not cyclical(not till 2030 at least)

Investor summaryBullish

Author argues AI, robotics, and population growth will prevent a RAM cyclical peak until 2030, citing BofA's $900B memory TAM prediction.

Bull points

BofA predicts memory TAM will reach $900B by 2030, driven by AI.
Memory demand is expanding beyond data centers to smartphones, PCs, and robotics.
Population growth and increased device penetration will continuously drive RAM consumption.

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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???

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