In-house the market has changed, the conditions have changed, the price has changed the only way around this problem is to design and engineer around it in-house. The design and engineering capability isn’t the problem, money isn’t the problem. It’s whether or not the new CEO/Apple have the will to do what’s necessary. That’s pretty much the bottom line… they have done it before (Intel/Qualcomm), and they now have to do it again.

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bigyabai a day ago | parent [-]

In-house, Apple has no fab. They have labs, but manufacturing memory would make them critically reliant on an expensive fab partner, probably driving them back to be an Intel customer again.

Design, engineering capability and money are all a problem here, and the onus falls on you to prove otherwise.

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detourdog 16 hours ago | parent [-]

I think they just have to fund a facility specifically to meet their RAM needs. It will take time but it's only a production issue.

	▲	bigyabai 10 hours ago \| parent [-]
		From who? SK hynix, Samsung and Micron are all eager to squeeze Apple for the market price of DDR5. They won't build extra fab capacity for them because Nvidia, AMD and OpenAI will outbid them for future capacity. Products like HBM are overbooked right now too, which means that building an extra DDR5 facility might just end up feeding the enterprise HBM market. And CXMT has refused Apple's business entirely: https://appleinsider.com/articles/26/08/06/chinese-ram-suppl...