alt Hacker NewsApple 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
Replies
greesil • today at 5:23 AM
Apparently Google fucked up
https://www.google.com/amp/s/www.indiatoday.in/amp/technolog...
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trollbridge • today at 1:44 AM
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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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.