The big three memory makers told us RAMpocalypse was the unavoidable side effect of the AI revolution. But with one massive report from the Bank of America, that main alibi may have just gone up in flames.
So context, the AI Tax on tech has been insane recently with prices going up by an astronomical 700%, and the big three memory makers (Samsung, SK Hynix and Micron) have made serious cash off as the oligopoly that controls around 90% of the global DRAM market.