R U DIMM?
RDIMM Stands for?
Registered Dual Inline Memory Module
This is the leading node at TSMC
What is 2nm? (NANOMETER)
TI quotes 12 to 20 weeks on automotive gate drivers but actually delivers closer to this.
What is 52 weeks?
This material used in FR-4 laminates is short, and the upstream supplier is shared across every manufacturer, so there’s no second source
What is glass cloth?
Hyperscalers are replacing these with high-capacity SSDs, which is part of why both are short.
What are HDDs?
Samsung and Micron are now requiring customers to buy these alongside memory modules to keep their allocation.
What are SSDs?
It takes three to four of these to produce a single HBM wafer
What is a DRAM wafer?
When in doubt and talking to a cusotmer, IC lead times are on average....
52+ Weeks
PCB prices are now roughly this multiple of where they were in January 2026
What is double?
Why was the computer stressed when he got home from work?
He had a Hard Drive
Samsung confirms this memory type will take nearly 30%-50% of all DRAM wafer capacity in 2027.
What is HBM?
This advanced packaging technology is eating the 28nm floor space Altera’s 10M series needs.
What is CoWoS?
Broadcom’s entire 28nm BCM family went from 52 weeks to this, on lack of wafer.
What is 104 weeks?
China’s export restriction on this material to Japan is hitting ROHM LED production.
What is gallium arsenide?
This memory type keeps your data when the power goes off; the other one forgets everything instantly.
What is NAND? (DRAM is volatile; chips empty when electricity is turned off) NAND is non-volatile
SODIMM Stands for
Small Outline Dual inline Memory Modules
(Small- they can fit in laptops) SODIMMs are for small things
Broadcom is pushing customers from PCIe Gen5 to Gen6 to escape these two badly constrained TSMC nodes
What are 3nm and 7nm
ADI lead times at this many weeks or more are now described as “pretty much the industry standard.”
What is 70 weeks?
Ajinomoto is prioritising this film for AI and high-end applications
What is ABF? (Ajinomoto Buildup Film)
Manufacturers shifted production to high-capacity drives, making these small SSDs the unexpected gap — one top OEM is short on them specifically
What are boot drives?
32GB DDR5 RDIMM went from roughly $190 to this on the open market in thirteen months
What is about $2,605? (will accept anything around 2100 to 2700)
TSMC cut 28nm output more than 25% this year, taking this fab from about 200,000 wafers a month to roughly 150,000
What is Fab 15A in Taiwan?
Xilinx XC7 parts are running this long, expressed in months.
What is 18 months?
One PCB maker told customers it only wants to service these buyers, and is directing all allocation to them.
What are hyperscalers?
Most high-performance computing customers have moved off U.2 and U.3 to these two form factors.
What are E1.S and E3.S?