3 ms·

Apple could always decide to build their own fab or some such thing.

• simonh 5mo ago
  That’s not the Apple way, but they might fund a supplier to build out capacity in return for priority access. The thing is they tend to only do that when they can get a technological competitive advantage. The priority access gives them a locked in competitive edge, for a while. It’s not clear there is an opportunity like that in memory.
  • jayd16 5mo ago
    It wasn't their way to design CPUs until it was their way.
    • golem14 5mo ago
      Designing and producing are separate
    • nextaccountic 5mo ago
      Apple doesn't want to enter low margin business