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tracker1 10 hours ago

Memory designs are pretty entrenched with the various patents involved... I've said a few times that I don't know why Intel hasn't gotten back into DRAM production with their fabs. I suspect they may be contractually limited when they sold off their memory businesses.

coldtea 10 hours ago | parent [-]

>Memory designs are pretty entrenched with the various patents involved...

Can't be any more entrenched than CPUs, GPUs, and broadband chips, which Apple still designs.

larkost 10 hours ago | parent | next [-]

Design is not the problem. Having foundry space to manufacture is the bottleneck. It is just all being sucked up (with AI needs being the big additional load).

And to be clear, the foundry space for CPUs/GPUs is not the same as for RAM, which is printed with much larger feature size in order to lower the costs.

coldtea 9 hours ago | parent [-]

I agree design is not the problem. I am answering the claim that "the various patents involved" would be the show stopper.

absolute8606 10 hours ago | parent | prev [-]

For CPUs, they are still licensing ARMs cores, of course with their own modifications, and they bought Intel’s modem businesses, which likely gave them the patents they needed. GPUs I can’t speak to on this though.

Marsymars 9 hours ago | parent | next [-]

> For CPUs, they are still licensing ARMs cores

To be clear here, Apple doesn't actually license any cores from ARM - they've got an architectural license and implement their own cores. Licenses for cores are a different thing.

throawayonthe 9 hours ago | parent | prev [-]

for gpus i believe they license ip from PowerVR/Imagination

SpecialistK 9 hours ago | parent [-]

They used to. Switched to designing their own with the A11 about a decade ago.