Discussing DRAM Shortages w/ Memory & Foundry Executive (Guest Telegrams)
Added 2025-12-05 02:31:32 +0000 UTCThe next episode of Broken Silicon will see us be joined by Dave Eggleston once again! You know what, I'll let his bio on LinkedIn do the talking - Dave is a:
"Seasoned memory industry executive, with 25+ years of engineering, marketing, and strategy leadership at major companies (GLOBALFOUNDRIES, Micron, Sandisk, Rambus), start-ups (Unity Semiconductor, NVMdurance), and consulting (Intuitive Cognition)."
^So there you go! This guy is an EXPERT when it comes to DRAM manufacturing - ask him anything having to do with SSDs, DRAM, or the future of Memory! You have ~36 hours to submit below!
Last Time Dave was on: https://youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl
Check out Dave's Career on LinkedIn: https://www.linkedin.com/in/deggleston/
Comments
Hi Tom and guest, just a thought : could OpenAI disrupting the RAM market with these huge contracts be construed as a counterplay to Google's new Gemini model, which I hear is supposed to be better than Chatgpt age is using their own tensor chips rather than Nvidia GPUs ? Sort of, depriving a competitor using a different technological stack of access to a fundamental component such as RAM to cut them off at the knees ?
Vincent Hugon
2025-12-08 22:57:14 +0000 UTCI've always noticed when the economy is marginal to improving there seems to be regular memory shortages causing price spikes. Is this time different?
Kiln God
2025-12-06 22:17:39 +0000 UTC
