[ErneX]

Problem is affording the ram…

[sambull]

As some like to call it, 'the last moat'.

[jimbokun]

Apple is finally going to realize Jobs vision where sand comes into the factory, is turned into RAM and CPU chips, then installed in a Mac or iPhone then shipped to a customer.

[faeyanpiraat]

Isnt the proper kind of sand in short supply aswell?

[_carbyau_]

Well yes. But similar to the Apple TSMC relationship, could Apple step in with large orders to established RAM makers such that the RAM makers can invest with stability?

[zero_bias]

M series chips are system-on-chip with RAM on the same wafer with CPU and GPU, so it impossible to outsource only part of the chip

[saati]

No it isn't, DRAM is made with a different process and those are chiplets, perfectly possible to outsource, and the only possibility really as TSMC does not make DRAM.