Comment by zozbot234
9 hours ago
That's newly fabbed memory vs. an existing stock. The stock is quite massive, so optimizing existing use and enabling it to be repurposed can be meaningful.
9 hours ago
That's newly fabbed memory vs. an existing stock. The stock is quite massive, so optimizing existing use and enabling it to be repurposed can be meaningful.
Not really...
If the new memory is needed for AI data centers, it doesn't matter if your existing MacBook doesn't need as much memory anymore.
If the existing MacBook needs less memory, it can use its current memory spec for higher-level uses that formerly required a MacBook Pro. That meaningfully affects the market.
You don't seem to understand supply and demand.
That does not help the demand side for AI data centers - which is the vast majority of the market...
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