Yes I believe that’s what being a manufacturer partner entails
replyIn my experience, the corporate-speak "partnering with" can mean almost anything.
replyApple gives TSMC a billion dollars to build a cutting edge fab dedicated to making Apple's chips, a deal they repeat several times over more than a decade? Partnership.
Youtuber takes $300 to read an ad, giving viewers a 10% discount code? Also a partnership.
There's partnering with Apple for several decades where they plan years in advance and pay billions without fail, and there's partnering with OpenAI where Sam Altman commits to giving you a Trillion dollars provided you can deliver all that ram up front and he can give you an IOU he got from Oracle who got it from Nvidia who got it from OpenAI. These are different things.
replyTSMC doesn't make RAM do they?
replyNo, but they can and so can Apple if it becomes critical, I don’t know what is more critical to Apple than replacing Intel, Qualcomm, or Nvidia, but memory probably is number four on the list which means it probably is something that will be addressed?
replyFair, and I meant it as illustrative of partner depth generally rather than as a specific example around RAM.
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