Recently 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.

Apple has a fab for CPU R&D. It's not for final production though.

Let me rephrase. They have not booked enough capacity at contract manufacturer.