RAMpocalypse Now: la crisi è peggiore del previsto - Buongiorno 310

February 10

10 mins

Episode Description

Un mese dopo l'episodio 299 sulla crisi della RAM, la situazione è peggiorata. I prezzi DRAM sono quasi raddoppiati in un trimestre, il 70% della memoria mondiale va ai datacenter AI, Valve ha rinviato la Steam Machine, Raspberry Pi ha riprogettato il Pi 4 con dual-RAM per aggirare la shortage. E la crisi si è allargata: NAND raddoppiato, server CPU, smartphone. Alcuni vendor vendono PC senza RAM inclusa.

Fonti e approfondimenti:

- Valve Steam Machine delay: https://www.theverge.com/games/874196/valve-steam-machine-frame-controller-delay-pricing-memory-crisis

- Raspberry Pi price rises: https://www.raspberrypi.com/news/more-memory-driven-price-rises/

- Raspberry Pi 4 dual-RAM redesign: https://www.omgubuntu.co.uk/2026/02/raspberry-pi-4-rev-1-5-dual-ram

- TrendForce DRAM projections: https://www.theregister.com/2026/02/02/dram_prices_expected_to_double/

- IDC: datacenter 70% della memoria: https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments

- AMD RAMpocalypse + enterprise focus: https://www.pcgamer.com/hardware/memory/amd-has-added-the-potential-effects-of-the-rampocalypse-into-its-risk-statements/

- Phison CEO NAND raddoppiato: https://www.tomshardware.com/pc-components/ssds/phison-ceo-confirms-nand-prices-have-more-than-doubled-and-will-continue-to-rise-all-2026-production-already-sold-out-ssds-facing-pricing-apocalypse-throughout-2027

- Qualcomm impatto smartphone: https://www.theregister.com/2026/02/05/qualcomm_q1_2026/

- TSMC Risk (Ben Thompson): https://stratechery.com/2026/tsmc-risk/

- PC senza RAM (IDC): https://www.tomshardware.com/tech-industry/idc-expects-average-pc-prices-to-jump-by-up-to-8-percent-in-2026-due-to-crushing-memory-shortages-some-vendors-already-selling-pre-builts-without-ram

La mia app: https://play.google.com/store/apps/details?id=com.edodusi.coderoutine&hl=it-it