Broken Silicon 339 (Video): PS6 & RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston (Patreon)

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A Memory & Foundry Executive explains why there are DRAM shortages, and how long they will last. 0:00 How the RAM Business Works 14:01 RAM Shortages - Who's to blame? 23:57 Past RAM Shortages - What we can learn from the past... 28:02 Micron Killing Crucial - How will this affect gamers? 31:50 OpenAI's RAM Deals, AI Bubble Analysis 49:17 What's the Next PC Hardware Shortage? 54:13 Will the PS6 & RTX 6090 be delayed by these shortages? 1:07:29 When will the RAM Shortages End? 1:17:51 Could Intel start manufacturing RAM? 1:21:25 What will things look like in 2028? 1:25:43 DDR2 Memories, DDR6 ECC, Persistent Memory, Global Foundries Last Time Dave was on: https://youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl Check out Dave's Career on LinkedIn: https://www.linkedin.com/in/deggleston/ https://www.nbcnews.com/business/autos/automakers-forced-cut-production-amid-global-shortage-computer-chips-n1254311 https://en.wikipedia.org/wiki/ChangXin_Memory_Technologies