> Interesting that this hasn't budged since the memory shortages appeared.

Apple has had enough war chests with the ability of buying the entirety of TSMC's new capacity years in advance in the past.

If I were to guess, Apple locked in their entire BOM and production capacity two years ago. That's something even the large players cannot replicate because they run cash-lean and have too many different SKUs, and the small players (Framework, System76, even Steam) are entirely left to the forces of the markets.