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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
You're gonna see people sharing this as proof that RAM demand will now drop, but it's more a sign that the markets don't understand anything. RAM manufacturing capacity has been pre-booked, and there isn't some magical change coming out of this research anytime soon
https://www.ft.com/content/e4e15692-187e-4466-832e-ec267e792292?syn-25a6b1a6=1
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2026-03-27T19:51:59.362Z