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by wmf 29 days ago
For example, if iPhone unit share is 20% but it has double the RAM compared to cheap phones that's ~40% byte share.
1 comments

What is Apples share across all memory delivered? How does that compare with the 40% of wafers locked up by OpenAI?

I don’t know the answer to either. On the surface I would estimate Apple a large, but not majority consumer overall.