It's a bit more serious for Apple, because their RAM is tightly coupled with the CPU, on the same substrate. It has to have very specific parameters to operate at the high speeds they need to make their ARM CPU cores competitive, and for their GPUs to perform half decently with unified memory. They need a lot of bandwidth and their CPUs have massive caches, because the ARM ABI is just not very space efficient compared to x86 and CISC.
That means they are more limited in terms of being able to find alternative suppliers for the RAM they need, and they are going to have to pay top dollar to out-bid AI for it. Without the RAM, they can't even make the CPUs. They lack the flexibility of having a separate CPU/GPU and RAM, both are required to make an M series part.