alt Hacker NewsI understand the issue with all the devices. But what about the rest of the things that depend on these electronics, especially DRAMs? Automotive, Aircraft, Marine vessels, ATC, Shipping coordination, traffic signalling, rail signalling, industrial control systems, public utility (power, water, sewage, etc) control systems, transmission grid control systems, HVAC and environment control systems, weather monitoring networks, disaster altering and management systems, ticketing systems, e-commerce backbones, scheduling and rostering systems, network backbones, entertainment media distribution systems, defense systems, and I don't know what else. Don't they all require DRAMs? What will happen to all of them?
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A $100k EV has roughly the same amount of DRAM as a $1k phone.
The EV is a therefore, on a whole, a lot less sensitive to DRAM price increases.
Industrial microcontrollers and power electronics use older process nodes, mostly >=45nm. These customers aren’t competing for wafers from the same fabs as bleeding edge memory and TPUs.
The world ran just fine on DDR3 for a long time.