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Rumor has it that Samsung hit them with a 100% price increase on RAM and Apple took it without even trying to negotiate
If that rumor's true then Apple has a memory fab hidden somewhere that's going to be revealed soon.
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Apple is likely a large enough consumer to fully utilize a fab.
Floating 100% price increase, or did they lock that number in as a ceiling for some period of time?
Bringing their profit margins down from ludicrous to just absurdly high.