I simply don't get it. Why fans don't want to blame Apple for that when Tim Cook squeeze its suppliers like Micron when the CEO indirectly blame Apple for it?
The companies are simply trying to deflect blame at this point. I am not convinced that Micron would have invested in expanding their manufacturing capacity back then even if Apple were paying them more to start with. For all we know, they would have just redistributed any excess earnings back to shareholders.
If we learn from history, we will recognise this as a typical "boom and bust cycle". Ram manufacturers are hesitant to expand supply because they know that the increased demand for ram will not last forever. Eventually, AI data centres will get all the memory they need, or the AI bubble bursts, and demand will trend back to normal (pre-AI hype). The last thing any of these companies want is to be stuck with a bunch of excess capacity that nobody needs, which means that ram pricing will crash in the future. As such, Micron is satisfied with the current status quo, where they get to charge more for their ram without needing to do anything extra right now. And if some companies can't get the ram they need, too bad for them.
It is this the lack of supply, and mediocre plans from suppliers to increase capacity, that is the big issue underpinning the memory crisis. Suppliers are not ramping production as one would expect given such strong demand for memory. Apple has taken the rare step of airing some of its opposition to memory suppliers' action in public to get more eyes on the issue, with the goal likely being to get policy makers to act. We may soon see lawsuits levelled against the big 3.
A lawsuit against three companies that were previously convicted of conspiracy could remake the modern tech landscape
www.polygon.com
Even a huge company like Valve found itself being held hostage when attempting to negotiate ram pricing for the Steam Machine.
If that sounds a lot like a cartel, well, you wouldn't be the first person to point that out
kotaku.com
Valve says that when buying PC memory from the few big companies that produce the stuff globally, it basically has no choice but to take the price offered each month because to try to negotiate would likely lead to the DRAM makers cutting them off completely.
And so now we see Apple waging this battle in the court of public opinion, in a bid to exert pressure on these companies to expand supply, while also lobbying to get its ram from other sources. True to form, Tim Cook probably took one look at the contractual terms that the RAM manufacturers were proposing and told them to go screw themselves. It's a bold strategy, Apple just might be one of the few companies with the financial might to say no to them, and we will have to see if this pays off ultimately. 😬