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

Published:
2025-11-24 14:00:13
Imported:
2026-06
Tags:

Content

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

https://www.mooreslawisdead.com/rank-charts

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Die Shrink 165: DRAM Shortages & PC Recession Q&A

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 https://www.mooreslawisdead.com/rank-charts

Comments

Frank Tippin

The "Cloud" is not secure, an idea that is becoming more apparent every day.

Janan Clowes

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.