Comment Re:How should they respond? (Score 1) 43
By the time they bring a memory plant online, the AI bubble might have crashed. That's why nobody actually wants to do this.
OK, but Apple is still going to need high speed memory for all of their products after this too. They would still gain the benefits of additional vertical integration. They themselves represent sufficient demand to keep many facilities busy without any other customers, so it seems like there's no drawbacks here.