Earlier quoted context omitted.
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.
It's good to know that despite warnings of a shortage in 2024, little was done in advance to prepare and now we're looking at years of shortfall for both commercial and consumer needs. Export controls preventing fab equipment being sold to China will likely extend it further. It will be interesting to see how much consumer electronics companies will be able to raise prices before people call it quits. Especially with…
The RAM companies didn't have money to invest.
https://www.chiplog.io/p/dram-was-the-worst-business-in-chip...