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deafpolygon | 3 days ago

Apple also uses a different kind of RAM (iirc a custom LPDDR5X to use with their Unified Memory SOC - not the same kind as the commodity RAM that everyone is putting in their PCs. So they aren’t competing with everyone on it. Plus they probably locked in their rates back in 2024 with their suppliers.

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bpye|3 days ago

The packaging might be different, but they're still competing for the same fab capacity.