simonwillison.net

The memory shortage is causing a repricing of consumer electronics (opens in new tab)

David Oks provides the clearest explanation I've seen yet of why consumer products that use memory are likely to get significantly more expensive over the next few years. The short version is that memory manufacturers - of which there are just three remaining large companies - have a fixed capacity in terms of how many wafers they can process at any one time. This fixed wafer capacity is then split between DDR - used in desktops and servers, LPDDR - used in mobile phones and low-energy device...

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