"So you're saying that your SRAM supply is infinite?"
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-26
SemiAnalysis mocks an unnamed company's claim that its SRAM supply is infinite while simultaneously acknowledging that the logic wafers used to manufacture SRAM are supply-constrained.
Extraction
Topics: semiconductor-supply-chainsrammemory-supply
Claims
- An unnamed company claims its SRAM supply is effectively infinite.
- The same company acknowledges that the logic wafers on which SRAM is fabricated are supply-constrained.
- The contradiction between infinite SRAM supply and constrained wafer supply exposes an inconsistency in the company's public statements.
Key quotes
"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"