About this episode
A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last.
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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.
