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by nl
5 days ago
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On RAM supplies, the best estimates I've seen are https://www.tomshardware.com/pc-components/dram/cxmt-close-t... They are estimating a 25% shortfall in supply remaining in 2030, even with Chinese companies ramping up DDR5 supply. It's not looking great - the RAM producers need more of the same machines that other semi-conductor manufactures need and the suppliers of those seem unable to increase production. |
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