Will Apple design and use its own memory chips within the next three years, similar to their approach with M processors? Include a probability estimate, key factors influencing this decision, and what developments could change the outlook.

Gray smoke — a verdict was reached, with dissent.

The Answer

No, Apple will not design and use its own standalone DRAM or NAND memory chips—defined as owning the cell-level architecture and replicating the M-series fabless model—within the next three years.

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The Reasoning

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The Panel

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