339. PS6 and RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston

A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last.

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0:00 How the RAM Business Works

14:09 RAM Shortages - Who’s to blame?

24:05 History of RAM Shortages - What we can learn from the past...

28:10 Micron Killing Crucial - How will this affect gamers?

33:10 OpenAI's RAM Deals, AI Bubble Analysis

50:37 What's the Next PC Hardware Shortage?

55:33 Will PS6 and RTX 6000 Series get delayed?

1:15:48 When will the RAM Shortages End?

1:21:35 Could Intel start manufacturing RAM?

1:25:09 What will things look like in 2028?

1:29:27 DDR2 Memories, DDR6 ECC, Persistent Memory, Global Foundries

Last Time Dave was on: youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl

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