Comment by _carbyau_
2 months ago
Well yes. But similar to the Apple TSMC relationship, could Apple step in with large orders to established RAM makers such that the RAM makers can invest with stability?
2 months ago
Well yes. But similar to the Apple TSMC relationship, could Apple step in with large orders to established RAM makers such that the RAM makers can invest with stability?
M series chips are system-on-chip with RAM on the same wafer with CPU and GPU, so it impossible to outsource only part of the chip
No it isn't, DRAM is made with a different process and those are chiplets, perfectly possible to outsource, and the only possibility really as TSMC does not make DRAM.
Thanks for clarifying, then the suggestion above does makes sense