[NooneAtAll3]

in a sense that's exactly what cartel wants - to lure out investments that will get squashed into uselessness by supply flood that will follow

[bombcar]

The key is Apple can be their own customer and just not care anymore.

It’ll probably only be worth it if it enables something “new” like more bigger Ultra chips or something.

[NooneAtAll3]

and that's part of risk management, on both sides

does Apple have enough of a design moat to overcome eventual overprice compared to competitors when "outisde" production is 2,4,10x cheaper

does Apple have enough of income/savings to maintain internal production capacity if it decides to switch back to outside sources

or can Apple acquire enough fab competence to negate internal/external price difference

we'll see how it plays out

[Danox]

long-term if you want to build new devices, which are smaller faster better memory is gonna have to come in house. How does the Apple Vision, Apple Watch get smaller and four or five times faster? How do you make those Apple Glasses in the future if you don’t have that capability memory, modem etc.. in house?

[brcmthrowaway]

Who is the cartel?

SK Hynix, Samsung and Micron?

They should be banned.

[Danox]

This AI memory crisis will be their last big payday. I think the Chinese will take advantage of this and take over the memory market worldwide, excluding the United States and some parts of Europe. The rest of the world will end up using Chinese memory.