Die Shrink 165: DRAM Shortages & PC Recession Q&A (Patreon)

Tom 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://youtu.be/BORRBce5TGw

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