Engineering Blog for High Performance Insights

MANAGEMENT BRIEF: We discuss how to manage parts obsolescence. Companion to the Rationed by the Boom. From Reaction to Platform Transition Instrument “Rationed by the Boom” established the problem: AI-driven wafer allocation has sunset the memory standards beneath long-life OT platforms while those platforms sit at peak deployment, and the standard mitigations — last-time buys, qualified crosses, redesigns — each carry costs the generic playbooks understate. This brief addr

EXECUTIVE BRIEF: Legacy memory is under pressure caused by the AI boom. This paper seeks to show why this is happening and what to do about it. 172% DRAM price increase across 2025, with further rises forecast through 2026 30+ weeks Lead times for industrial-grade memory modules, up from a historical 8–10 23% Share of global DRAM wafer capacity now consumed by HBM — up from 8% The Unforeseen Inversion In the second half of 2025, a pricing anomaly appeared that appeared to