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Comment by BoredPositron

19 hours ago

They don't use the same SSDs? They don't use the same RAM? They have their own supply chain in place? Whatcha talking about bud?

They use the same suppliers. The problem is the base chip, and also the wafer itself, all of which will impact apple.

(apple doesn't use hdds so not talking about that here).

  • Yes, but Apple tends to lock in their supply with long term contracts and prepayments, so they often are protected from supply shocks.

  • The problem is not chip supply it's manufacturing. Apple has their own manufacturing suppply. This is not the chip crisis of the last years. Hyper scalers are switching to consumer hardware because there is nothing in storage for Prosumer anymore and the manufacturing pipelines for these are smaller and harder to scale than consumer ones.

    • The NAND itself seems to come from companies like SK Hynix, which are currently struggling to meet demand.

      Apple doesn't make their own NAND, just like they don't make their own screens. They did write their own NAND controller and stuck it into their CPUs, but the flash memory that actually stores data doesn't come directly from their factories.

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