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SRAM Supply Contradiction Questioned Amidst Logic Wafer Constraints

A conversation on X highlights a perceived contradiction regarding SRAM supply. The dialogue questions the availability of SRAM, given that the logic wafers used in its fabrication are reportedly supply-constrained. This suggests a potential bottleneck or misunderstanding in the semiconductor supply chain. AI

RANK_REASON The content is a short, dialog-based social media post that does not present new factual information or analysis, fitting the 'meme' category.

Read on X — SemiAnalysis →

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SRAM Supply Contradiction Questioned Amidst Logic Wafer Constraints

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  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    "So you're saying that your SRAM supply is infinite?"

    "So you're saying that your SRAM supply is infinite?" "Yes" "But the logic wafers on which the SRAM is fabbed is supply constrained?" "Yes Dave that's right" https://t.co/oA6OYyOKqq