

My understanding, though, is they have their own chip specs, for custom die nobody else uses , and they integrate that into their chiplets or whatever it is they are using. So it’s not like those vendors can just sell those die to other customers. Whoever is making Apple’s RAM is making it specifically for them.
Unless their contracts with Apple have some sort of escalation clause, I would figure Apple would be pretty insulated from all this price nonsense. Heck, they have enough cash on hand that I bet they can buy a smaller RAM vendor if they had to. It mainly depends on how much of that custom RAM tech they own vs. licensing from any particular vendor. If they are using patents from their vendor, then that makes it harder to just switch.



I bet Kegsbreath is playing “hide the missile” with his high-testosterone friends…