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.
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.
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.