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by simonh 18 days 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.

1 comments

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