Broken Silicon

A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last. [SPON: $24 Win 11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% OFF EVERYTHING at Silver Knight PCs w/ “brokensilicon”: https://www.silverknightpcs.com/ ] 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: https://youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl Check out Dave's Career on LinkedIn: https://www.linkedin.com/in/deggleston/ https://www.nbcnews.com/business/autos/automakers-forced-cut-production-amid-global-shortage-computer-chips-n1254311 https://en.wikipedia.org/wiki/ChangXin_Memory_Technologies

Tom is done eating turkey, and ready to drop a bunch of leaks that piled up over Thanksgiving Break! [SPON: Discover Easy, Affordable, and Reliable PCB manufacturing with JLCPCB! Register to get $70 New customer coupons: https://jlcpcb.com/?from=moore ] [SPON: "brokensilicon“ at CDKeyOffer for $24 Win 11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Livestream Rescheduling and Thanksgiving (Intro Banter) 5:53 Assassin’s Creed Shadows and Power Generation (Corrections) 11:31 OpenAI’s Dirty DRAM Deal (Yes, RADEON is Raising Prices) 24:50 (NEW Leak) OpenAI DDR5 Store Buyout Leak 33:59 When will RAM prices go back down? 42:13 Many Techtubers Gave Horrible Advice 49:50 AMD Radeon RX 9060 Reviewed 54:52 (NEW Leak) RTX 50 SUPER & RDNA 4 Refresh Update 59:47 AMD FSR Redstone Ray Regeneration "Tested" in Black Ops 999 1:07:18 Steam Machine Pricing - Valve Throws Water on $400 Rumors 1:25:44 Panther Lake-H + Intel Workstation Leaks! 1:31:01 (NEW Leak) R7 9850X3D + R9 9950X3D2 Stepping Details 1:37:52 RDNA 5 GDDR7, Nova Lake NPU6, Apple x Intel, Nvidia x Intel (Wrap-Up) LINKS: https://www.bloomberg.com/news/articles/2025-11-21/ubisoft-results-delay-came-after-sales-restatement-loan-breach https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal https://youtu.be/BORRBce5TGw https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal https://x.com/Jukanlosreve/status/1990209819895312608 https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month https://www.techspot.com/review/3060-amd-radeon-9060/ https://youtu.be/RuASMLRGFus?si=dCy_Iw7U1gUgbvBo https://www.youtube.com/watch?v=Ynb4raivIpM https://www.youtube.com/watch?v=6IWzvKxkKVc https://www.tomshardware.com/video-games/pc-gaming/the-upcoming-steam-machine-wont-be-subsidized-like-consoles-to-hit-a-more-attractive-price-target-suggesting-high-relative-pricing-valve-engineer-confirms-the-device-competes-with-only-the-pc-market https://www.reddit.com/r/Steam/comments/1owg6ge/build_with_exact_steam_machine_specs_is_770_so_it/?utm_source=embedv2&utm_medium=post_embed&utm_content=action_bar&embed_host_url=https://www.techspot.com/news/110364-valve-explains-why-steam-machine-priced-like-pc.html https://x.com/carygolomb/status/1992734570899472434 https://x.com/mooreslawisdead/status/1989434787488989693 https://x.com/mooreslawisdead/status/1989433045473001967 https://x.com/Dexerto/status/1993037588928598342 https://www.techpowerup.com/343263/intels-alleged-flagship-panther-lake-h-ultra-9-386h-chip-gets-geekbenched https://youtu.be/ExpNObGI124 https://www.techpowerup.com/343200/intel-w890-workstation-platform-details-leak-ahead-of-granite-rapids-ws-launch https://x.com/Olrak29_/status/1995002677106020687 TSMC Arizona suffers power outage: https://www.culpium.com/p/tsmc-arizona-outage-saw-fab-halt Samsung Sampling RDNA 5 GDDR7 Speeds: https://www.techpowerup.com/343267/samsung-starts-sampling-3-gb-gddr7-running-at-36-gbps XBOX Full Screen comes to All PCs: https://www.techpowerup.com/343165/xbox-full-screen-experience-comes-to-every-windows-pc XboX Crocs launch: https://news.xbox.com/en-us/2025/11/24/xbox-crocs-jibbitz/ https://news.xbox.com/en-us/2025/11/24/xbox-crocs-jibbitz/ Nvidia Accused of Enron-Style Accounting: https://www.techspot.com/news/110377-nvidia-denies-enron-style-accounting-accusations-amid-ai.html Nvidia Buying up LPDDR5X (Bad for Zen 6 Medusa): https://www.techpowerup.com/343074/nvidia-demand-may-double-lpddr5x-and-server-dram-prices-in-2026 Intel Nove Lake Rumored to Deliver 74 TOPS w/ NPU6: https://www.techpowerup.com/343227/intel-nova-lake-npu-6-delivers-74-tops-for-desktop-ai-pcs Apple Partnering with Intel: https://www.forbes.com/sites/antoniopequenoiv/2025/11/28/intel-stock-pops-as-analyst-sounds-alarm-on-potential-apple-partnership/

Sadly It’s Bradley joins to discuss likely Steam Deck 2 specs, and what Steam Frame VR will cost! [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale for $24 Win 11: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% OFF EVERYTHING at Silver Knight PCs w/ “brokensilicon”: https://www.silverknightpcs.com/ ] 0:00 YouTuber Misconceptions (Intro Banter) 4:46 2023 to 2025 VR Market Retrospective 15:14 Apple Vision Pro – Failure or First Steps? 24:00 Is the VR Market Healthy in 2025? 29:12 Steam Frame Specs Analysis 39:25 What will the Steam Frame cost? 49:30 Steam Deck 2 - Waiting for Zen 7? 1:01:50 Steam Machine Price Analysis 1:12:52 Steam Machine vs XBOX 1:17:12 The Future of Steam Machines 1:21:21 AMD x Valve, Steam Controller Check out Bradley: https://www.youtube.com/c/SadlyItsBradley Last Bradley Episode (Definitely worth Checking out to see what we discussed in 2023): https://youtu.be/3kIoBT6Mgqc?si=5m6XlRdH4i1lGtd_ Bradley's Latest Deckard Video: https://youtu.be/G3l2tATGvMI?si=Qz85C1JrNW0ZPqze Steam Machine MLID Analysis: https://youtu.be/sJI3qTb2ze8 https://www.asiaone.com/digital/ps5-wont-be-cheap-you-think-says-playstation-boss https://www.tomshardware.com/pc-components/dram/dram-prices-surge-171-percent-year-over-year-ai-demand-drives-a-higher-yoy-price-increase-than-gold

We break down Steam Frame & Machine Strategy against XBOX & PS6, and leak Grimlock details! [SPON: Wondershare Recoverit Data Recovery FREE Trial: https://cutt.ly/Atw34hkf, 43% OFF: https://cutt.ly/4tw34Djk – Recover More, Spend Less!] [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale for $24 Win 11: https://www.cdkeyoffer.com/cko/Moore11 ] [Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ] #recoverit #datarecovery #MacDataRecovery #RecoverFilesOnMac #RestoreMacData #MacFileRecoverySoftware #WondershareRecoveritV14 #RecoveritV14 #HowToRecoverFilesOnMac #CanYouRecoverDeletedFilesOnMac #BestMacDataRecoverySoftware #RecoverFilesAfterMacOSUpdate #RecoverFilesFromCorruptedSDCardMac #macos26 00:00 Knee Injuries & Aquascaping (Intro Banter) 4:55 NPUs & RTX 3050 6GB Usefulness (Corrections) 11:12 Valve Announces Steam Machine to Massive Fanfare! 24:00 Are More OEM Steam Machines Coming? 29:14 Steam Machine is NOT an XBOX (And that's a Problem for MS) 43:39 Steam Frame & Valve's New Controller 56:49 Nvidia RTX 50 SUPER Allegedly Delayed to Q3 2026 1:05:21 AMD Zen 7 Grimlock Specs Leaked 1:08:50 (NEW Leak) Grimlock Halo Performance Whispers 1:22:07 AMD Officially Confirms Zen 6, Zen 7, and RDNA 5 Details! 1:31:36 Is the AI Bubble already Popping? 1:41:15 DGX Gaming, Intel, Ryzen 5 9500F, PlayStation Cross-Buy (Wrap-Up) Links: https://youtu.be/OmKrKTwtukE https://youtu.be/356rZ8IBCps https://youtu.be/yLrr-nu1uRM https://youtu.be/sJI3qTb2ze8 https://youtu.be/klyGYcgtDUU https://gamingbolt.com/cyberpunk-2077-runs-in-upscaled-1440p-60-fps-on-steam-machine-performance-is-reportedly-near-ps5 https://x.com/mooreslawisdead/status/1990214361026003401 https://x.com/mooreslawisdead/status/1988432610951852284 https://youtu.be/6c4PQhJMfRk?si=wa9xZ5Vt3fgrsZbX https://youtu.be/356rZ8IBCps https://youtu.be/dU3ru09HTng https://www.techpowerup.com/342778/nvidias-partners-reportedly-lack-final-geforce-rtx-50-series-super-specifications https://youtu.be/B_mJQnNZl7k https://www.youtube.com/live/qRnZAQZLPeI?si=klZHJrK0uFRkDLth https://www.techpowerup.com/342625/amd-reports-record-q3-2025-revenue-of-usd-9-2-billion https://ir.amd.com/news-events/financial-analyst-day https://www.extremetech.com/computing/companies-are-quietly-rehiring-the-workers-they-replaced-with-ai https://www.businessinsider.com/michael-burry-ai-stocks-nvidia-meta-oracle-hyperscalers-jim-chanos-2025-11 https://stocktwits.com/news-articles/markets/equity/michael-burry-fires-back-at-palantir-ceo-alex-karp-over-ai-short-jab/cLPc4HGREcZ https://edition.cnn.com/2025/11/06/tech/openai-backtracks-government-support-chip-investments DGX very bad at gaming: https://www.techspot.com/news/110177-nvidia-dgx-spark-can-run-cyberpunk-2077-but.html Intel Confirms AVX10.2 & APX for Nova Lake: https://www.techpowerup.com/342881/intel-officially-confirms-avx10-2-and-apx-support-in-nova-lake AMD 9500F Reviewed: https://www.techspot.com/review/3051-amd-ryzen-9500f/ FSR Redstone Launches w/ BO7: https://x.com/AMDGaming/status/1989007091890004337 Didn’t realize that PS5 Mining GPU launched: https://www.techspot.com/news/110191-120-ps5-apu-based-cryptomining-board-can-run.html Horizon MMO?: https://www.techpowerup.com/342877/sonys-horizon-series-is-getting-an-mmo New Cheaper PS5 for Japan: https://x.com/eTeknix/status/1988532243204051203 Sony Planning Cross-Buy Feature: https://www.techpowerup.com/342671/sony-plans-cross-buy-feature-to-unify-game-library-across-pc-and-playstation Valve Explains waiting for SD2: https://www.ign.com/articles/valve-says-it-has-a-pretty-good-idea-of-what-steam-deck-2-is-going-to-be-explains-why-its-holding-off-for-now

Fabio joins to discuss what’s going on with RTX 50 SUPER, RDNA 4 Refresh, and the future of Zen! [SPON: AliExpress Double 11 Mega Sale until 11/19 is up to 90% OFF: https://s.click.aliexpress.com/e/_c4e6AXBV // https://s.click.aliexpress.com/e/_c3CXnc1z ] [SPON: AliExpress Discount codes: MOORES5 = $39-5, MOORES10 = $89-10, MOORES25 = $149-25, MOORES45 = $259-45, MOORES60 = $349-60, MOORES70 = $459-70, MOORES120 = $599-120 ] [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale for $24 Win 11: https://www.cdkeyoffer.com/cko/Moore11 ] #AliExpress #AliExpressFinds #AllonAE 00:00 What drives Fabio? (Intro Banter) 3:13 AMD RDNA 2 "Maintenance Mode" Controversy 25:45 Intel’s Failure to win XBOX Magnus 32:27 Nvidia vs AMD Driver Quality 40:07 Nvidia RTX 50 SUPER - Cancelled? 46:41 RX 9080 XT GDDR7 - Cancelled? 56:46 AMD RDNA 5 Strategy 1:07:21 Is it time to stop recommending AM4? 1:15:00 R9 9950X3D2 vs Intel Nova Lake 1:30:31 AMD Zen 7 – A Zen 5 Threadripper Killer on AM5 1:35:16 Budget AMD Strix Halo in 2026! 1:42:48 RADEON vs Nvidia Image Quality Last Time Fabio was on: https://youtu.be/7lIxlcrz548 Check out Ancient Gameplays: https://www.youtube.com/ancientgameplays https://youtu.be/yMVjE4kxjXM AMD Zen 7 Full Leak: https://youtu.be/B_mJQnNZl7k https://www.techspot.com/news/110176-ram-shortages-could-derail-nvidia-rtx-50-super.html https://www.notebookcheck.net/LG-Display-tipped-to-release-new-27-inch-and-1-000-Hz-gaming-monitor-panel-technology.1154000.0.html https://www.techspot.com/news/110102-user-backlash-spurs-amd-clarify-maintenance-mode-driver.html