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It's more bizarre that Apple got caught with pants down. Focused on CPUs and ignored RAM. Seems like miscalculation. If they had their own fab for RAM, they co
by varispeed 2mo ago
It's more bizarre that Apple got caught with pants down. Focused on CPUs and ignored RAM.
Seems like miscalculation. If they had their own fab for RAM, they could completely corner the market today.
- xdertz 2mo agoThey have no fab for CPUs, they are manufactured by Samsung and TSMC. The bottleneck is in manufacturing RAM not CPUs so there is nothing Apple can do here.
- varispeed 2mo agoLet me rephrase. They have not booked enough capacity at contract manufacturer.
- gizajob 2mo agoRecently Micron pointed that finger and threw that shade in Apple’s direction saying that their priority for years has been squeezing margins in their favour, so there wasn’t the slack in the system to build the fab capacity that is now desperately required given the sudden need for RAM now that there’s a cause to use it in AI Inference.
- deleted 2mo ago[deleted]
- actionfromafar 2mo agoThey would have had to start building that fab 5-10 years ago. It would have been incredible foresight to do so and it would have looked insane.
- mlsu 2mo agoThey don’t have their own fab for CPUs either.