I wonder if companies like Apple will eventually start making memory themselves.
in a sense that's exactly what cartel wants - to lure out investments that will get squashed into uselessness by supply flood that will follow
How can Apple deal with the memory shortage?
41–50 of 202 posts
Re: How can Apple deal with the memory shortage?
#42[flagged]
completely agree. Most Apple users are in it for the ecosystem. Tech people care about performance and these people don't typically choose Apple until recently with the M series which are a beast. Even I'm envious.
Re: How can Apple deal with the memory shortage?
#43Ex-Apple kernel engineer here, Apple will deal with the memory shortage by making software more efficient in ram usage. Apple will just make every aspect of the system more and more memory efficient. They've done it before over and over and can do it again.
Re: How can Apple deal with the memory shortage?
#44Ex-Apple kernel engineer here, Apple will deal with the memory shortage by making software more efficient in ram usage. Apple will just make every aspect of the system more and more memory efficient. They've done it before over and over and can do it again.
i wonder if this is the real reason behind the push for the snow leopard like release this year
Re: How can Apple deal with the memory shortage?
#45I wonder if companies like Apple will eventually start making memory themselves.
they blew it! They could have bought Intel for cheap and made memory AND CPUs!
Re: How can Apple deal with the memory shortage?
#46I wonder if companies like Apple will eventually start making memory themselves.
in a sense that's exactly what cartel wants - to lure out investments that will get squashed into uselessness by supply flood that will follow
Who is the cartel?
SK Hynix, Samsung and Micron?
They should be banned.
Re: How can Apple deal with the memory shortage?
#47Earlier quoted context omitted.
They bought P.A. Semi, but it was for their design capability; they never had fabs anyway, and Apple still depends on TSMC and others for manufacturing chips. Apple building fabs to ensure a guaranteed supply of memory (or logic) chips would be an unprecedented level of vertical integration, even for them.
SpaceX/xAI is investing in creating their own fab. If they can, Apple certainly can.
that's crazy. Looks like Intel is part of this https://www.reuters.com/business/autos-transportation/intel-...
Re: How can Apple deal with the memory shortage?
#48This reads like Apple fanfiction to me. > But then Apple can negotiate on another basis and say, well, if you don’t do us a favor here and give us a better rate, then maybe we won’t work with you when all this settles down. You know things are going to settle down. These things are always cyclical. There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it. I have to…
Yes, the author knows very little about the industry or how Apple operates. Fanfiction indeed. They book manufacturing capacity often years in advance. Samsung is their majority RAM supplier and they reportedly agreed to doubling their price a few months ago. https://finance.yahoo.com/news/samsung-100-ram-price-hike-12... The original article is baseless speculation proven wrong by news announced in February.
> Yes, the author knows very little about the industry or how Apple operates.
Hardly. While it may be fan fiction, or speculation, Horace has been researching and writing about Apple's operations for decades. I tried listening to his podcast years ago and the discussion at the time of Apple's supply chain movements was extremely detailed to the point where it wasn't even listenable for me.
"Our team has over 25 years of daily research on Apple Inc"
It's literally all they do
Re: How can Apple deal with the memory shortage?
#49The author doesn’t seem to understand that Apple places RAM orders years in advance. I’m not sure if it’s even feasible or possible for Apple to fully integrate their supply chain and open up memory fabs, the cost of entry must be enormous.
And by "places orders" we mean "helps TSMC acquire plots of land on which their next facilities will be constructed" kind of level of scope, timing, and commitment.
Yes I believe that’s what being a manufacturer partner entails
Re: How can Apple deal with the memory shortage?
#50Ex-Apple kernel engineer here, Apple will deal with the memory shortage by making software more efficient in ram usage. Apple will just make every aspect of the system more and more memory efficient. They've done it before over and over and can do it again.
Apple? Sure. What about other developers? Firefox, Chrome already use gigabytes of RAM.