Comment on Apple Hardware Price Hikes by Michael Tsai

@MD @Someone else I think Micron’s claim is that Apple drove such a tough bargain years ago that they couldn’t make the longer term investments that would have been needed to increase capacity—which otherwise would already be online now. They say that their margins turned negative, but they were stuck because of the previously negotiated Apple deal. Sure, that’s partly on Micron for misestimating their costs, but it’s also kind of a reversal for Apple, which had historically invested in suppliers to help them build more capacity.