I wonder if companies like Apple will eventually start making memory themselves.
This is probably the natural conclusion but it will take some time to get there
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
they blew it! They could have bought Intel for cheap and made memory AND CPUs!
I would suspect at Apple scale it makes sense.
Apple has started making a lot of different things in house, its only a matter of time imo.