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.
In-house the market has changed, the conditions have changed, the price has changed the only way around this problem is to design and engineer around it in-house. The design and engineering capability isn’t the problem, money isn’t the problem. It’s whether or not the new CEO/Apple have the will to do what’s necessary. That’s pretty much the bottom line… they have done it before (Intel/Qualcomm), and they now have to do it again.
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they didnt realy caught flat, they knew their yoy growth rates and demands. NO AI company had that future demand so certain for all hardware they have. they could easily lock years of ram supply for next years extra demand, becausw they already have cash too, but instead they went after few % margin there or whatever. they now enjoy it
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