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_carbyau_today at 3:42 AM1 replyview on HN

Well yes. But similar to the Apple TSMC relationship, could Apple step in with large orders to established RAM makers such that the RAM makers can invest with stability?


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zero_biastoday at 5:23 AM

M series chips are system-on-chip with RAM on the same wafer with CPU and GPU, so it impossible to outsource only part of the chip

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