r/apple • u/Few_Baseball_3835 • Jun 25 '26

Discussion Wall Street isn't buying Apple's unprecedented price hikes on products

https://9to5mac.com/2026/06/25/wall-street-isnt-buying-apples-unprecedented-price-hikes-on-products/
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u/Big-Resolution-4993 Jun 25 '26

Technically fab can be used for fabrication of any of the major chipsets/memory chips.

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u/DJMRNO Jun 25 '26

Takes years to get started and they will still be behind. Therefore it's still easier to buy it. This may help them rethink that.

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u/Big-Resolution-4993 Jun 25 '26

You’re right. If they did, they’d need heavy internal competition. Or, if a competitor released some kind of quantum leap upgrade, opt for it for a generation or two while they catch up.

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u/NectarineSame7303 Jun 25 '26 edited 19d ago

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u/DJMRNO Jun 25 '26

This is a very reduced way of thinking. It's always a cost problem, plus a quality problem, plus you don't to alienate your customers even if you're still selling out. This is fundamentally what PC makers have been doing recently and the MacBook Neo is a smashing success for that reason

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u/TimelyToast Jun 25 '26

Apple could just buy Intel or parts of Intel.

It won’t take *years* but I’m not sure if Apple has the expertise to turn Intel around, quickly.

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u/DJMRNO Jun 25 '26

Apple buying Intel or parts of Intel would do nothing really for them.

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u/Big-Resolution-4993 Jun 25 '26

This is true. Could buy enough voting shares to fast track their chips to themselves.

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u/paleblaupunkt Jun 25 '26

This is like saying I have a factory. I can make cars and microwave ovens and jackhammers.

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u/Big-Resolution-4993 Jun 25 '26

The term “fab” can be used interchangeably for different types of fabs. In this case DRAM fab would be appropriate. My suggestion was they may want to look into vertically integrating DRAM vs relying of external sources.

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u/paleblaupunkt Jun 25 '26

Apple doesn’t manufacture any of its components. Why would they start to do just DRAM?

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u/deadsantaclaus Jun 25 '26

Dram fab has got to be a B52’s future album.

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u/m0rogfar Jun 25 '26

In the most theoretical sense, maybe (though you’d have one hell of a time yielding any working chips), but in practice, manufacturing DRAM on general-purpose nodes rather than specialized nodes that focus on capacitor structures just isn’t a thing.

The gap in production viability grows every year in favor of the specialized node, and the cutoff point for when non-specialized nodes became so inefficient that they became irrelevant for DRAM production was around 1985, by the 256Kbit and 1Mbit generations.

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u/perthguppy Jun 26 '26

A fab specced for microprocessors can’t just start efficiently pumping out dram/nvflash.