News at 11: Developers write decoupled code.
This would’ve been useful during their bake off where they were trying to choose if they wanted to go with Google, Anthropic, or OpenAI. But even without that, they would absolutely not want to be in a situation where they had to redo everything to get off a bad partner.
I think it makes a lot of sense for Apple to control their own destiny there. It’s let them focus on the things they care about like power efficiency and tighter integration.
DRAM is a complete commodity. I don’t think making their own makes any sense. They don’t make their own screws. Although the reaction from iFixit would be hilarious. If Apple makes their own DRAM I don’t see how it would be any different from what SK Hynix sells.
The useful thing would be fabbing it since that’s the bottleneck. But that commits them to the insanity of running their own fabs and keeping them up-to-date and on the bleeding edge forever.
And even if they want to do that, they’d have to buy all the experienced people, the ASML machines that I assume are spoken for for the next few years, etc.