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Broken Silicon 339: PS6 & RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston
🕑 Added 2025-12-08 23:37:11 +0000 UTCA 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://en.wikipedia.org/wiki/ChangXin_Memory_Technologies
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