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by jayd16 29 days ago
Apple could always decide to build their own fab or some such thing.
1 comments

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.

It wasn't their way to design CPUs until it was their way.
Apple doesn't want to enter low margin business
Designing and producing are separate