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Most likely Apple has been spending whatever they can to get in front of the memory market.
They definitely are, judging by their price increases.

Even so, DDR5 is so high-demand that it's likely that Apple can't outbid customers like Nvidia or OpenAI when they drive the margins they do.

No but they can pay for new manufacturing to be built. 2-3 lead time should be enough to bankroll the effort. Apple has to much money too sit around hoping that memory situation resolves itself. They were caught flat footed by the RAM market.
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