How can Apple deal with the memory shortage?

Their best strategy is to buy Micron Semiconductor 12 months ago with cash equivalents on hand, for $106 billion.

No brainer. Best move they will ever did.

Ex-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 companies like Apple will eventually start making memory themselves.

This 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 think that the RAM suppliers wouldn't be that easy to intimidate with threats, since they know perfectly well how few alternatives Apple has. And they are also perfectly aware that Apple will play hardball with them when the market turns, regardless of whether they were nice to Apple now.

If Tim Apple can't beg China for more while in Beijing then I guess they need to port SoftRAM 95 to OSX.

Got a shitty PC with 32gb ddr5 now the ram alone is almost worth as much as the purchase price of it all. It is playing up.. normally I'd return it to Amazon but...

This makes me wonder when we'll start trading memory on the commodities markets.

Can't even find a ddr2 sodimm that's not a ripoff.

The 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.

Less APP, more LLM

Our problem is lack of competition

"So much so that I heard Samsung’s making more money now with memory than Nvidia’s making with their processors."

I loved Asymco during the Apple 2010s run up, but this, inter alia things mentioned in other comments, should give the reader pause and evaluate how much of this is general knowledge x handwaving x vibes versus a practical ground floor understanding in 2026.

[dead]

[flagged]

build a fab!