> 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.
Apple bought PA Semi as the starting point to getting off of Intel. Theoretically, memory seems like something Apple could figure out how to fab. And it's not like they don't have any capital reserves.
"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.
> 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.
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.