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Apple secured at least a year-worth supply of memory (not in actual chips but in prices). The bigger the company = longer the contract. However it will eventu

by piskov 10mo ago

Apple secured at least a year-worth supply of memory (not in actual chips but in prices). The bigger the company = longer the contract. However it will eventually catch up even to Apple. It is not prices alone due to demand but the manufacturing redirection from something like lpddr in iphones to hbm and what have you for servers and gpu

trollbridge 10mo ago
I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.
- saagarjha 10mo ago
  Yes, but OpenAI wants $200 billion in RAM and Apple wants $10.
  - Applejinx 10mo ago
    But you DO have to consider the possibility they Enron themselves and the promised $200 billion never exists. These are not the most honest of people.
greesil 10mo ago
Apparently Google fucked up https://www.google.com/amp/s/www.indiatoday.in/amp/technology/news/story/ram-shortage-so-bad-google-told-employees-to-secure-supply-in-korea-or-else-they-will-be-fired-2842016-2025-12-26 https://www.google.com/amp/s/www.indiatoday.in/amp/technolog...
- magicalhippo 10mo ago
  Non-AMP link: https://www.indiatoday.in/technology/news/story/ram-shortage-so-bad-google-told-employees-to-secure-supply-in-korea-or-else-they-will-be-fired-2842016-2025-12-26 https://www.indiatoday.in/technology/news/story/ram-shortage...
  - SunlitCat 10mo ago
    To be honest, it starts to look more and more like a single company (we all know which one), is just buying up all DRAM capacities to keep others out of the (AI) game.
    - greesil 10mo ago
      Diabolical
mirsadm 10mo ago
Apple charges so much for RAM upgrades that they could probably not even increase prices and still be fine. They won't but they probably could.
- layer8 10mo ago
  At the cost of reduced margins, which shareholders may not like.

by piskov 10mo ago

trollbridge 10mo ago

I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.

saagarjha 10mo ago
Yes, but OpenAI wants $200 billion in RAM and Apple wants $10.
- Applejinx 10mo ago
  But you DO have to consider the possibility they Enron themselves and the promised $200 billion never exists. These are not the most honest of people.

greesil 10mo ago

Apparently Google fucked up https://www.google.com/amp/s/www.indiatoday.in/amp/technology/news/story/ram-shortage-so-bad-google-told-employees-to-secure-supply-in-korea-or-else-they-will-be-fired-2842016-2025-12-26 https://www.google.com/amp/s/www.indiatoday.in/amp/technolog...

magicalhippo 10mo ago
Non-AMP link: https://www.indiatoday.in/technology/news/story/ram-shortage-so-bad-google-told-employees-to-secure-supply-in-korea-or-else-they-will-be-fired-2842016-2025-12-26 https://www.indiatoday.in/technology/news/story/ram-shortage...
- SunlitCat 10mo ago
  To be honest, it starts to look more and more like a single company (we all know which one), is just buying up all DRAM capacities to keep others out of the (AI) game.
  - greesil 10mo ago
    Diabolical

mirsadm 10mo ago

Apple charges so much for RAM upgrades that they could probably not even increase prices and still be fine. They won't but they probably could.

layer8 10mo ago
At the cost of reduced margins, which shareholders may not like.