this post was submitted on 15 Jan 2026
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The RAM fallout catching up to every company is probably what's holding them back on everything.
It probably costs 2x as much to make today from when they started planning it just from the ram.
If they had contracts in place though that could insulate them for some number of years.
No doubt most manufacturing contracts have clauses for this
Adjustment clauses, if you want to search and read some of the driest and boring legalese imaginable.