Comment by telesilla

4 hours ago

Couldn't Apple afford to make it's own RAM fab etc at this point and have a dedicated pipeline of parts for its own products?

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telesilla

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SllX  4 hours ago

RAM production is historically not a great business to be in. It’s a mint today, but it’s an incredibly tough business to break into & by the time any hypothetical Apple RAM fab is up & running, it will already be losing money.

To give you some idea, here’s an Asianometry video describing Taiwan’s prior DRAM attempts: https://youtu.be/ehT3U935Pww