3 ms·

Problem is affording the ram…

• sambull 4mo ago
  As some like to call it, 'the last moat'.
• _carbyau_ 4mo 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?
  • zero_bias 4mo ago
    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
    • saati 4mo ago
      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.
      • zero_bias 4mo ago
        Thanks for clarifying, then the suggestion above does makes sense
• jimbokun 4mo ago
  Apple is finally going to realize Jobs vision where sand comes into the factory, is turned into RAM and CPU chips, then installed in a Mac or iPhone then shipped to a customer.
  • faeyanpiraat 4mo ago
    Isnt the proper kind of sand in short supply aswell?
    • dgellow 4mo ago
      Just curious, is there a way to invest in sand?
      • nok22kon 4mo ago
        https://www.theguardian.com/environment/2026/may/12/global-sand-crisis-land-reclamation-extraction https://www.theguardian.com/environment/2026/may/12/global-s...