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.
replyRecently Micron pointed that finger and threw that shade in Apple’s direction saying that their priority for years has been squeezing margins in their favour, so there wasn’t the slack in the system to build the fab capacity that is now desperately required given the sudden need for RAM now that there’s a cause to use it in AI Inference.
replyApple has a fab for CPU R&D. It's not for final production though.
replyLet me rephrase. They have not booked enough capacity at contract manufacturer.
replyThey don’t have their own fab for CPUs either.
replyThey 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.
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