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I've been in tech for ~40 years now and I've never seen anything like this. The downstream repercussions on consumer products that have no access to cheap memor
by reenorap 7mo ago
I've been in tech for ~40 years now and I've never seen anything like this. The downstream repercussions on consumer products that have no access to cheap memory is devastating and is an extinction level event for most low-cost providers of cell phones, tvs, etc.
- TMWNN 7mo ago>I've been in tech for ~40 years now and I've never seen anything like this. Then how do you not remember the DRAM shortage of the late 1980s?
- reenorap 7mo agoAt worse back in 1988 it impacted only PCs. This shortage in 2026 is more consequential across the board and impacts consumer electronics as a whole and the fact it's going to last years means that many low cost manufacturers are going to close up shop because they won't be profitable.
- kasabali 7mo agoI'm pretty sure there were more DRAM manufacturers back then, and spinning up a new fab probably didn't require as much know-how, capital or even time.