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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sadly It's Bradley, a prominent VR/XR commentator and former YouTuber from EOZ, shares his insights on the evolving gaming landscape. He discusses the expected specs of the Steam Deck 2 and the potential pricing of Valve's Steam Frame. Bradley analyzes the state of the VR market, debates whether the Apple Vision Pro will succeed, and outlines the challenges facing AR technology. With a focus on gaming hardware, he also explores Valve's strategy and implications for competitors like Xbox.

The hosts dive into the latest leaks on AMD's Zen 7 Grimlock specs, revealing exciting details about core configurations and expected performance boosts. They also discuss Valve's ambitious Steam Machine plan, debating its potential to compete against Xbox and Sony in the console market. A major highlight is the delay rumors surrounding Nvidia's RTX 50 Super, which raises questions about future gaming hardware. Plus, they tackle the impact of AI hype and market fluctuations, making for a lively discussion on the future of tech.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Get ready for a deep dive into the GPU landscape! Discover the latest leaks about Nvidia’s RTX 5000 and AMD’s RX 9000 supply, and why you might want to buy RAM now due to DDR5 price hikes. The hosts discuss AMD's 'Maintenance Mode' regarding RDNA drivers and what it means for users. Also on the radar are rumblings about AMD’s upcoming processors and potential delays for Zen 6. Join in for insights on liquid cooling tech and the role of AI in gaming hardware!

Ed Elson, co-host of the Prof G Markets podcast and a sharp markets commentator, dives into the intricacies of the tech landscape. He discusses the potential bursting of the AI bubble, highlighting how circular financing mirrors past tech bubbles. Elson shares insights on Intel's Q3 earnings, noting its reliance on government support. He explores Nvidia's pivot strategies, considering its future in laptop CPUs and potential acquisitions. Tune in for a deep analysis of what could shake the AI market and who might face the biggest fallout.

AMD has CONFIRMED leaked RDNA 5 Ray Tracing is INSANE, XBOX Ally X launched, and Intel Panther Lake was finally officially unveiled! [SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] [Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ] 00:00 Got through 2 colds, headaches, my snail is alive (Intro) 10:00 ROG XBOX Ally X Releases to Mixed Reviews 34:58 XBOX Ally X sounds like a near Paper launch 40:08 Gamepass value 45:51 XBOX Magnus Specs Leaked! 58:22 Hybrid console/PC, NPU and chiplet layout 1:03:36 RDNA 5 vs Blackwell RT performance, V-cahce for GPUs? 1:10:38 Sony x AMD Video Details RDNA 5 Features 1:19:20 Universal compression tool coming to RADEON and Magnus, Canis in a VR headset 1:22:21 Intel takes the wraps off Panther Lake 1:32:30 PTL, AMD AI deal, Maia 3, TSMC, MSI, USB-C Power Bricks, M5, BF6 (Wrap-Up) 1:45:16 BF6 likes Blackwell much more than ADA, what if Intel foundries was the best one by 2035, AMD using Samsung nodes, 9070 XT hits MSRP, MLID (Final RMs) Links: https://www.polygon.com/rog-xbox-ally-x-review/ https://youtu.be/21MuOmb5K7s https://youtu.be/YLIuOlB8QJo?si=2irSUk8R_hhcEeZW https://youtu.be/21MuOmb5K7s https://youtu.be/X_pjrZQDerw https://youtu.be/Fuq8MWpq6KI?si=6HRxpA6ZcsQ0-ZUE https://www.tomshardware.com/video-games/console-gaming/sony-and-amd-tease-likely-playstation-6-gpu-upgrades-radiance-cores-and-a-new-interconnect-for-boosting-ai-rendering-performance https://youtu.be/ItXPvGrI6gY?si=ptwdLA3p_q5uuPUC https://www.tomshardware.com/pc-components/cpus/intel-takes-the-wraps-off-panther-lake-first-18a-client-processor-brings-the-best-of-lunar-lake-and-arrow-lake-together-in-one-package WTF graphics does PTL use? https://www.pcgamer.com/hardware/graphics-cards/intel-attempts-to-clarify-whether-the-new-xe3-igpu-in-panther-lake-is-next-gen-celestial-technology-but-im-left-confused-and-fearing-for-the-future-of-intel-arc-graphics/ AMD Circular AI Deal: https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus IFS 18A chosen by MS for Maia 3: https://www.techpowerup.com/342003/intel-foundry-reportedly-secures-18a-order-from-microsoft-for-maia-3-accelerator TSMC Manufacturing N2 before 2026: https://www.techpowerup.com/341954/tsmc-to-begin-n2-volume-production-before-year-end MSI in Hot Water over 5090 Sales to China: https://www.tomshardware.com/pc-components/gpus/msi-fervently-denies-rtx-5090-sales-in-china-after-pallets-of-illicit-gpus-spotted-in-the-country-company-says-it-has-identified-unauthorized-distribution-unrelated-to-our-sales-policy EU Mandates USB-C for Power Bricks: https://www.tomshardware.com/tech-industry/power-bricks-and-wall-warts-must-be-usb-c-by-2028-new-eu-legislation-also-adds-power-rating-labels-for-power-units-and-cables 3nm Apple M5 Unveiled: https://www.techpowerup.com/341930/apple-unleashes-m5-the-next-big-leap-in-ai-performance-for-apple-silicon BF6 shatters records: https://www.techpowerup.com/341977/battlefield-6-shatters-records-as-the-biggest-launch-in-franchise-history-with-7-million-copies-sold Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dustin from Last Stand Media joins to discuss the future of PlayStation, XBOX, AMD, and Nvidia! [SPON: Shop Micro Center’s Fall Savings: https://micro.center/df3ef4 ] [SPON: Sign Up for a FREE 128GB Flash Drive at Phoenix: https://micro.center/7a6ee7 ] [SPON: Visit Micro Center News: https://micro.center/e7983b ] [SPON: Use “ACEFANF5A” for ACEMAGIC AI 370 Mini PC $130 OFF: https://acemagic.com/products/f5a-minipc (US), https://acemagic.eu/products/f5a-minipc (EU)] [Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ] 0:00 Dustin's Origins & Getting into Podcasting (Intro Banter) 12:34 Third Rails of Tech Journalism 17:37 PS5 Pro's (Bad) Support 30:15 Should Sony mandate 40 FPS VRR or Higher? 43:15 (NEW Leak) PS6 Thoughts & Production Date Confirmation 1:08:25 Sony x AMD & RDNA 5 Design 1:26:19 XBOX Magnus & Microsoft’s Mistakes 1:47:16 Can Microsoft save Game Pass? 1:52:45 Who could replace XBOX in the console race? 2:02:51 Nintendo Switch 2 vs PS6 Portable Check out Dustin's YouTube Channel: https://www.youtube.com/@DustinCanFly Check out Sacred Symbols on Last Stand Media: https://www.youtube.com/@LastStand-Media Recent AMD x Sony Project Amethyst Video: https://youtu.be/1LCMzw-_dMw Dustin's Critical PS5 Pro video: https://youtu.be/SL3ly5q7qyc?si=nBJz9k-pEfgXuJ7S XBOX Magnus Leak: https://youtu.be/X_pjrZQDerw PS6 Orion Leak: https://youtu.be/mmAX6XFQsA8 PS6 Canis Leak: https://youtu.be/x-A3Bl2hXoQ AMD AT3/4 Medusa Leak: https://youtu.be/K0B08iCFgkk RDNA 5 Leak: https://youtu.be/uLsykckkoZU https://x.com/mooreslawisdead/status/1976384591062761590 https://wccftech.com/ps4-pro-support-growing-disappointment/ https://www.reddit.com/r/PS4/comments/6pul2g/is_until_dawns_lack_of_ps_pro_support_indicative/ https://x.com/mooreslawisdead/status/1976384591062761590 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We break down the next generations of Ryzen V-Cache, leak XBOX info, and discuss Intel Ultra 400! [SPON: 💡 Special Offer: Get started with Easy, Affordable, and Reliable PCB Manufacturing at JLCPCB! Claim your $10 coupon for Flex PCBs here: https://shorturl.at/Dfz94 ] [SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] 00:00 Starting new hobbies (intro) 3:01 PlayStation blocks on PC GPUs (Corrections) 5:23 FSR 4 on RDNA 3 & 2 Tested by Hardware Unboxed 20:31 Is it worth it to use upscalers to go from 1080p to 4K in 4K screens 25:14 GPD WIN 5 w/ Strix Halo 395 Fully Tested 36:56 Does anything else use the same CPU chiplets as strix Halo? 39:19 AMD Zen 6 Design Details Reaffirmed, and more! 47:51 Will APUs take over desktop and DIY 52:25 With MDS-1 having 22 cores, what will be the point in Gator Range? 58:23 Between server, consoles, consumer desktop CPU & GPU could AMD supply the market with enough chips? Is the Media Die AMD has being built for RDNA 5, being built on SS 4nm? 1:03:00 Intel Panther Lake Fully Leaked 1:12:50 XBOX Continues to Collapse – Is XBOX Magnus Cancelled? 1:24:27 Magnus price and $1000 XBOX Series X, betting with XBOX 1:27:47 The Game Pass situation was inevitable, has PS6 already won next gen? Boycott 1:30:42 EA Games Bought by Saudi Arabia, Jared Kushner, and other Backers in $55B Deal 1:37:40 Intel Core Ultra X, HUB sales data, AMD fabbing at Intel, PS5 slim revision, Unity (Wrap-Up) 1:45:15 Time to bring expansions back (Final RM) Links: https://youtu.be/yB0qmTCzrmI?si=qGxLLYrg9FzfE42v https://youtu.be/gqB4-DFhauM?si=bWnUsNsVT9KzD27V https://youtu.be/Lj9AVkOL3b8 https://youtu.be/FVtwDOdmFNI?si=BTXsHsKBzOOSc-ee https://youtu.be/NPiZBmrj_Aw https://x.com/mooreslawisdead/status/1974216671909855658 https://youtu.be/ExpNObGI124 https://youtu.be/4iP6C7EV4G0 https://www.theverge.com/news/789424/xbox-game-pass-premium-essentials-ultimate-price-increase-changes https://x.com/Wario64/status/1973423496610124281 https://x.com/mooreslawisdead/status/1973469590480101380 https://x.com/mooreslawisdead/status/1973489939053518982 https://youtu.be/OUPxytMLWzI?si=MNxGs7vNmpvOZiur https://www.videogameschronicle.com/news/xbox-game-pass-premium-members-will-now-get-new-xbox-games-within-a-year-except-call-of-duty/ https://www.windowscentral.com/gaming/no-xboxs-next-gen-console-hardware-plans-arent-cancelled https://www.axios.com/2025/09/30/ea-games-saudi-arabia-trump https://news.ea.com/press-releases/press-releases-details/2025/EA-Announces-Agreement-to-be-Acquired-by-PIF-Silver-Lake-and-Affinity-Partners-for-55-Billion/default.aspx https://www.gamesradar.com/games/ex-bioware-veteran-says-eas-usd55-billion-buyout-is-likely-going-to-mean-layoffs-and-studio-closures-and-a-dramatic-reduction-in-people-thanks-to-that-looming-usd20-billion-of-debt/ https://www.gamesradar.com/games/mass-effect/ea-goes-usd20-billion-in-debt-as-part-of-its-usd55-billion-buyout-and-the-bioware-fans-whove-already-waited-8-years-for-mass-effect-5-are-terrified-of-how-the-company-might-cut-costs/ Intel Core Ultra X: https://www.techpowerup.com/341543/intel-core-ultra-x-series-reportedly-arriving-with-panther-lake-launch HUB comes in clutch with GPU sales data for Australia: https://www.youtube.com/watch?v=JlcgAG-C9wo TLDR: https://x.com/treasureh8nter/status/1974408735100489995 AMD fabbing at Intel – a hoax?: https://www.semiaccurate.com/2025/10/03/is-amd-fabbing-at-intel-foundry/ PS5 Slim Revision Adds Liquid Metal Fix: https://wccftech.com/new-playstation-5-cfi-2100-model-addresses-critial-liquid-metal-issue/ Unity security flaw: https://www.theverge.com/news/791609/unity-security-exploit-developers-update-games Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.