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by goldenarm 33 days ago
Are you suggesting Apple should have invested in internal DRAM production?
2 comments

In the past they regularly have co-funded construction of fabs / nodes and getting exclusive access as a return.
Like SOC'S? Something is probably coming Motorola, IBM, Intel, AMD, Nvidia, Samsung, Qualcomm (out in 2027-2028), and Broadcom said no then Apple did something and replaced them the Apple Silicon design group can certainly do memory wasn't a company called Anobit bought by Apple years ago and money isn't a problem Apple didn't flush billions down Sam Altman's toilet like Microsoft.

Timeline 2-3 years 10-20 billion dollars...

Note:(Microsoft thru the end of this year will spend 60-80 billion dollars on Capex and Google will spend 180 billion dollars).