[_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.

[zero_bias]

Thanks for clarifying, then the suggestion above does makes sense