[nemomarx]

Apparently their long term contracts ran out in January and suppliers are asking for quarter to quarter prices now.

No one's really big enough to get stable pricing on memory except ai firms and Nvidia.

[wolvoleo]

When Apple isn't big enough things are really screwed up.

I remember when they basically bought up all of TSMCs capacity for a year.

[zakki]

Let's see if Apple can spin up a company to make memory.

[alt227]

They havent 'spun up a company' to make anything else, so I doubt it. Apple are not a maunfacturer.

[megablast]

Apple messed up since the memory is integrated?

[wolvoleo]

Well it means nobody can avoid their extortionate upgrade pricing anymore so I think that decision paid off well for them.

The first thing I used to do when getting a Mac Mini was ripping out the memory and sticking in the max I could get. For a fraction of Apple's price. Some of them even had more memory than Apple offered itself.

I know there are also benefits to the soldered memory like the huge bandwidth but still. That matters mainly for very specific workloads like LLM inference.