Summary of "CEO: Tech Companies are doomed, RAM Shortage beyond 2030 and more uplifting PC Hardware News!"

Industry supply crisis — memory shortage

The CEO of Fizen (also reported as Fisen) warned that DRAM and NAND shortages could persist into 2030+. Foundries are reportedly demanding unprecedented multi-year prepaid contracts (around three years), creating a sellers’ market.
Large AI firms with substantial capital are buying long-term memory contracts and crowding out other manufacturers. Suppliers are allocating scarce memory to higher-margin customers and products.
Consequences: many consumer-electronics and system companies — especially low-margin, low-end product lines — may shut down or exit product lines by the end of 2026–2028.

“DRAM and NAND shortages could persist to 2030+; suppliers are asking for multi-year prepaid deals and prioritizing higher-margin buyers.”

Handhelds / portable PCs
- Valve: Steam Deck OLED has been intermittently out of stock due to memory/storage shortages. The Steam Deck LCD 256 GB model has reportedly been discontinued.
- Competing handhelds and portable PCs have seen price increases (examples: ROG product pricing in Japan up ~21%; Legion Go 2 price increases in the US).
Consoles
- Sony is reportedly attempting to avoid PS5 hardware price hikes by monetizing the installed base (subscriptions and services).
- PS6 is rumored to be delayed to 2028–2029 because of memory constraints and cost pressures.

Kepler L2 leak: suggests PS6 may not include the full RDNA5 feature set; Sony may pick and choose features to control cost.
Project “Amethyst” (Mark Cerny / Sony research) — publicly discussed/planned PS6 features:
- Neural arrays: AI-centric compute blocks.
- Radiance cores: hardware for ray traversal / path tracing.
- Universal compression: GPU-side compression to reduce memory bandwidth needs.
The goal of these elements is to raise effective memory bandwidth and emphasize AI-driven upscaling combined with ray/path-tracing.

Bluepoint Games (a Sony-affiliated studio) reportedly shut down, affecting about 70 employees. The closure is tied to Sony’s live-service strategy and a cancelled God of War live-service project.
God of War trilogy remake: reports indicate it may include a new combat system; casting notes mention TC Carson possibly reprising Kratos for older titles and comments from Christopher Judge.

ComputerBase blind test
- Compared DLSS 4.5, FSR R4, and native + TAA across multiple games (tests listed include Anno 117, Ark Raiders, Cyberpunk 2077, Horizon Forbidden West, Satisfactory, The Last of Us Part II).
- Results: DLSS 4.5 was the preferred image in roughly half of blind comparisons, outperforming native+TAA and FSR in most cases. Approximate preference breakdown: DLSS ~50%, native ~24%, FSR ~15%.
- Note: tests used “quality” modes; coverage is not exhaustive of all motion/camera scenarios but gives a strong user-preference signal.
Extreme low-resolution reconstruction demos (TwoClicksPhillips)
- Shows that DLSS can reconstruct recognizable images from extremely low native inputs by leveraging temporal multi-frame data and advanced reconstruction techniques.
- Demonstrates how modern upscalers can sometimes produce better perceived quality than traditional high-resolution native rendering in constrained conditions.

Zen 6 (“Olympic Ridge”) desktop CPU rumors (HXL / videocards.com)
- Tile/core architectural changes: CCDs potentially supporting up to 12 cores per tile.
- This could enable consumer SKUs with many core counts (e.g., 6/8/10/12/16/20/24 cores) via different tile configurations (examples include 12+12 for 24 cores). Leaks are consistent with prior speculation but remain unconfirmed.
Mobile iGPU hints (GitHub traces)
- Possible RDNA4M mobile iGPUs with FP8 instruction support noted; FP8 support is needed for FSR4.
- If accurate, future Ryzen mobile APUs (Ryzen 500 series “Medusa” or similar) could natively support FSR4 on mobile devices and handhelds.
AMD GPU overclocking
- Radeon RX 9600 XT reportedly hit a frequency world record at 4.769 GHz.

User reports of NVIDIA RTX 5090 burning or melting power connectors have reappeared despite attempts at software and hardware power limiting.
These incidents raise concerns about connector and power-delivery reliability on some high-end GPUs.

NVIDIA GTC teaser: the CEO is expected to unveil new AI-focused chips described as things “the world has never seen before.”
Likely focus: AI/data-center oriented hardware rather than new consumer gaming products.