Apple secured at least a year-worth supply of memory (not in actual chips but in prices).

The bigger the company = longer the contract.

However it will eventually catch up even to Apple.

It is not prices alone due to demand but the manufacturing redirection from something like lpddr in iphones to hbm and what have you for servers and gpu

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mirsadm 14 hours ago | parent | next [-]

Apple charges so much for RAM upgrades that they could probably not even increase prices and still be fine. They won't but they probably could.

	▲	layer8 13 hours ago \| parent [-]
		At the cost of reduced margins, which shareholders may not like.

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greesil 17 hours ago | parent | prev | next [-]

Apparently Google fucked up

https://www.google.com/amp/s/www.indiatoday.in/amp/technolog...

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magicalhippo 15 hours ago | parent [-]

Non-AMP link:

https://www.indiatoday.in/technology/news/story/ram-shortage...

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SunlitCat 13 hours ago | parent [-]

To be honest, it starts to look more and more like a single company (we all know which one), is just buying up all DRAM capacities to keep others out of the (AI) game.

	▲	greesil 9 hours ago \| parent [-]
		Diabolical

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trollbridge 21 hours ago | parent | prev [-]

I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.

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saagarjha 21 hours ago | parent [-]

Yes, but OpenAI wants $200 billion in RAM and Apple wants $10.

	▲	Applejinx an hour ago \| parent [-]
		But you DO have to consider the possibility they Enron themselves and the promised $200 billion never exists. These are not the most honest of people.