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varispeedtoday at 2:11 PM3 repliesview on HN

It's more bizarre that Apple got caught with pants down. Focused on CPUs and ignored RAM.

Seems like miscalculation. If they had their own fab for RAM, they could completely corner the market today.


Replies

xdertztoday at 2:23 PM

They have no fab for CPUs, they are manufactured by Samsung and TSMC. The bottleneck is in manufacturing RAM not CPUs so there is nothing Apple can do here.

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mlsutoday at 2:27 PM

They don’t have their own fab for CPUs either.

actionfromafartoday at 2:29 PM

They would have had to start building that fab 5-10 years ago. It would have been incredible foresight to do so and it would have looked insane.