alt Hacker NewsThey 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.
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mlindner • yesterday at 11:09 PM
SpaceX/xAI is investing in creating their own fab. If they can, Apple certainly can.
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No RAM, no profits. Apple has vertically integrated in the past for less reason than this.
Moreover it's a massive economy of scale, while their consumer electronics competitors are busy fighting a losing battle against the server market for chips, Apple can undercut them, grow their market share and get even more service revenue.