DRAM wafer output

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 27, 2026 by John Coogan · across every show →

Everything said about DRAM wafer output, oldest first

Jun 27, 2026 bullish
Assertion Partly supported
Coogan: OpenAI bought 40% of global raw DRAM wafer output
“Also, apparently, OpenAI made deals to purchase 40% of the global raw undiced DRAM wafer output until 2029.”
John Coogan Jun 27, 2026 ▶ 29:49 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
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