1. But it might last for at least few more years, see Nvidia 1 trillion backlog.
reply2. Semiconductor manufacturing is the most complex industrial process in the world. You need billions of capex and decades of experience. Even existing semi players like intel cannot switch production to memory.
China CXMT is gaing traction in DDR market. New fabs from all players wil come online in the next two years.
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replyNot sure I understand this statement. Apple is affected by DRAM price fixing the same as any other PC manufacturer.
replyAhh you are right, not sure where I got that from…
replyThat's incorrect. Apple purchases RAM from all of these providers to produce their unified memory. They also rely on TSMC fabs for all of the chips their memory relies on. If they haven't doubled the prices of their machines, that just goes to show how fat of a profit margin they take on everyone that buys from them...
replyI stand corrected, thank you!
replyYou're most welcome! I'll admit I did search before answering because you said Apple produced their memories so confidently LOL
replyI guess they would love to produce it themselves, but for the average scenario the production reserves they have with Samsung already work well enough and prevent them from having to get into such a complicated industry.
Apple just increased their prices a few days ago, citing high memory costs.
replyI am an idiot, sorry for wasting your time with confident bullshit.
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