Comment by nemomarx
4 months ago
Apparently their long term contracts ran out in January and suppliers are asking for quarter to quarter prices now.
No one's really big enough to get stable pricing on memory except ai firms and Nvidia.
4 months ago
Apparently their long term contracts ran out in January and suppliers are asking for quarter to quarter prices now.
No one's really big enough to get stable pricing on memory except ai firms and Nvidia.
When Apple isn't big enough things are really screwed up.
I remember when they basically bought up all of TSMCs capacity for a year.
Let's see if Apple can spin up a company to make memory.
They havent 'spun up a company' to make anything else, so I doubt it. Apple are not a maunfacturer.
Apple messed up since the memory is integrated?
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