Lmao, the whole AI memory shortage is about to be a massive win for China. It's going to wipe out a bunch of Western companies, and then once Chinese manufacturers ramp up RAM production, we'll see Chinese alternatives replacing Western products across the board.
Not like they have much choice. Apple tends to be a bit ahead of the curve with these things too. I recall last time there was a chip shortage, Apple managed to skirt it because they massively preorded from TSMC, and got priority over everyone else.
Apple causes most of the shortages of new process nodes because they almost always buy them LONG before they're ready. Any time TSMC has a new node they buy out their entire supply for months.
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