Check their financials in 2023. Fabs take a few years to build. It doesn’t make sense to look at Q1 2026.
Congratulations, your scorched-earth post has been selected for preservation into the National Post Registry for being culturally and historically valuable and a standout example for this type of post.
Highly recommend you read the 2023 financials after taking an introductory course in accounting.
Your comparison is frankly inappropriate. You trivialize human suffering. There's a big difference between privileged people like you and me thinking whether we really need this or that luxury item, and a person who has difficulty meeting their basic needs. Being in favor of reasonable spending doesn't mean encouraging poverty – quite the opposite.
None of these companies were forced to do business with Apple.
That doesn't change the fact that they lowballed everyone. There were plenty of articles about it over the years.
It's a humorous comparison to your tone-deaf way of mandating what is a luxury and what people should do or like.
Er, a pile of my notes are stored using gmail as the backend (usually things I want accessible on my work machine), and you can move notes between accounts (icloud vs gmail vs etc), just move all your notes to gmail and, bam, everything exported! What, precisely, is stopping you from doing that?
Micron is literally already in the middle of building a *massive* new set of fabs in NY, however
Oh, please, indeed.
Technically, Intel were actually there for the PDA period, as my Dell Axim PDA had an Intel XScale processor in it and it worked quite well. It was the Smartphone era they managed to miss out on, by turning down Apple for the opportunity to manufacture processors for the iPhone and instead selling that line of business off, I believe the story goes. Oh well, hindsight and all that yada yada.
The cartel's pricing is creating one hell of a price umbrella. It'll be very attractive for competition to enter the market. I doubt the entire computer industry is going to just sit there and not do anything.I wonder if Micron tried to strongarm Apple into signing a 5-year ram contract at current prices and Tim Cook went like “Lol, go screw yourself”. At this current rate, the ram companies are just encouraging computer OEMs to source their ram from elsewhere, thereby paving the road for the rise of smaller ram suppliers whom they may previously not have considered.
We already see Apple trying their luck again with a Chinese supplier. We now need other companies to hop on this bandwagon as well and help exert pressure as well.
If and when Micron decides to reduce ram pricing back to normal, let’s just say that Apple is a company who never forgets, and who rarely forgives.
Yeah, let’s let China take the lead in memory tech, win the AI race and then rule the world just so Apple can get cheaper memory.I wonder if Micron tried to strongarm Apple into signing a 5-year ram contract at current prices and Tim Cook went like “Lol, go screw yourself”. At this current rate, the ram companies are just encouraging computer OEMs to source their ram from elsewhere, thereby paving the road for the rise of smaller ram suppliers whom they may previously not have considered.
We already see Apple trying their luck again with a Chinese supplier. We now need other companies to hop on this bandwagon as well and help exert pressure as well.
If and when Micron decides to reduce ram pricing back to normal, let’s just say that Apple is a company who never forgets, and who rarely forgives.
I don't live in the US, so I could not care less where Apple sources their components from, and what it means for those respective countries. Ram is quite readily interchangeable, there isn't really anything special about the ram being produced by Micron, and If anything, the entire issue is precisely because the majority of the world's ram is controlled by a small cartel of 3 companies who were unwilling to invest in expanding capacity when they had the opportunity. It's not that they didn't have the money to, but that these companies did not want to be stuck with a glut of ram, which would in turn lead to a drop in prices and further impact their profitability.
Yeah I’m sure the company with 10% of the computer market and under 50 percent of the phone market was responsible, and not the datacenter AI explosion where the USA government handed over half a trillion dollars in funding for AI development.
Micron's chief business officer has hinted, without calling it out by name, that Apple's tough supplier negotiations contributed to the conditions behind the global memory shortage.
In remarks given to The Wall Street Journal on Wednesday, Sumit Sadana explained that Micron was unable to fund capacity expansion during the industry's previous slump, a period when its margins turned negative partly because some buyers pushed relentlessly for lower prices.
Micron is one of Apple's memory suppliers, providing some of the DRAM and NAND flash chips that go into iPhones, Macs, and iPads. Apple has a reputation for getting favorable terms from suppliers like Micron through long-term purchasing contracts.
Sadana's comments came just hours after Apple unveiled a sweeping round of price hikes that touched nearly every part of its hardware lineup. Products across the Mac, iPad, Apple TV, HomePod, and Vision Pro lines all went up in price, with only the iPhone, Apple Watch, and AirPods left untouched. Apple's stock closed down 6% the same day, its worst single-day performance in more than a year, wiping out roughly $265 billion in market value.
Apple CEO Tim Cook forewarned about this outcome more than a week earlier in comments to the same publication, warning that price increases had become unavoidable given how the company was being squeezed on memory and storage costs. Cook said Apple had been trying to shield customers from the worst of it but had reached a breaking point, describing the shortage as a "hundred-year flood" unlike anything he had seen in more than four decades. He pointed to the surge in demand for high-bandwidth memory used in AI servers, arguing that consumer products were now competing for a shrinking pool of supply and that pricing needed to come back down to earth before Apple's own prices could follow.
Article Link: Micron Suggests Apple Helped Cause Memory Price Crisis
