Die Shrink 165 (Video): DRAM Shortages & PC Recession Q&A
Added 2025-11-24 14:00:13 +0000 UTCTom and Dan discuss lingering questions following recent reporting of OpenAI hoarding raw DRAM wafers, and the resulting PC Hardware recession that is almost certainly about to hit.
0:00 Playing VR with Jessie (Intro Banter)
1:53 Examples of How Bad Things are Getting
9:42 Summarizing the RAM Situation
17:36 How long could the Bubble continue?
27:24 What will happen to pricing and E-Waste after the bubble pops?
41:24 How long will shortages last?
45:21 How will shortages affect Intel, Zen 6, and PS6?
https://www.mooreslawisdead.com/rank-charts
Comments
I assume OpenAI is going to be on-selling it's wafer capacity to affiliated companies, such as Nvidia, AMD and Microsoft (Azure), so that data center GPUs and RAM can continue to be made. Memory for those products won't be coming out of the 60% of wafers OpenAI hasn't monopolized, so consumer products made by those companies won't be competing for the same wafers.
Janan Clowes
2025-11-26 02:46:06 +0000 UTCThe "Cloud" is not secure, an idea that is becoming more apparent every day.
Frank Tippin
2025-11-24 23:10:37 +0000 UTC
