339. PS6 and RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston

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339. PS6 and RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston

Broken Silicon

A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last. [SPON: $24 Win 11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% OFF EVERYTHING at Silver Knight PCs w/ “brokensilicon”: https://www.silverknightpcs.com/ ] 0:00 How the RAM Business Works 14:09 RAM Shortages - Who’s to blame? 24:05 History of RAM Shortages - What we can learn from the past... 28:10 Micron Killing Crucial - How will this affect gamers? 33:10 OpenAI's RAM Deals, AI Bubble Analysis 50:37 What's the Next PC Hardware Shortage? 55:33 Will PS6 and RTX 6000 Series get delayed? 1:15:48 When will the RAM Shortages End? 1:21:35 Could Intel start manufacturing RAM? 1:25:09 What will things look like in 2028? 1:29:27 DDR2 Memories, DDR6 ECC, Persistent Memory, Global Foundries Last Time Dave was on: https://youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl Check out Dave's Career on LinkedIn: https://www.linkedin.com/in/deggleston/ https://www.nbcnews.com/business/autos/automakers-forced-cut-production-amid-global-shortage-computer-chips-n1254311 https://en.wikipedia.org/wiki/ChangXin_Memory_Technologies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.