Die Shrink 165: DRAM Shortages & PC Recession Q&A
Added 2025-11-23 14:00:00 +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?
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