3 ms·
who made the DRAM for the M1, wasn't it Hynix? I don't know what the margin is selling DRAM OEM vs just the part. The memory business seems like there's alway
by gimmeThaBeet 6y ago
who made the DRAM for the M1, wasn't it Hynix?
I don't know what the margin is selling DRAM OEM vs just the part.
The memory business seems like there's always pitfalls and challenges and cycles, but is this change really that significant?
- yholio 6y agoDRAM is already commoditized for decades. Highly competitive and pushing prices and margins low, with occasional crises that allow some manufacturers to get a windfall. Apple has no interest to be in that market, unlike the CPU market, which is a high margin, high product differentiator business, it really hard to sell your design as outstanding when the guy next door sells a laptop with the same CPU at half the price.