The stock is hovering at around $324 at the time of writing, down over 15 percent over the last five days and about 28 percent year to date.

That ain’t free fall, it has a ways more to go

US citizens have an unequivocal right to enter the country, eventually, just not necessarily on a flight they booked (or any flight in the next few weeks, until the goons are done with them…)

Thanks for the clarification, I thought I had read somewhere that they were doing something special in terms of their specs but maybe that was wrong (or maybe they transitioned at some point to save money)

My understanding, though, is they have their own chip specs, for custom die nobody else uses , and they integrate that into their chiplets or whatever it is they are using. So it’s not like those vendors can just sell those die to other customers. Whoever is making Apple’s RAM is making it specifically for them.

Unless their contracts with Apple have some sort of escalation clause, I would figure Apple would be pretty insulated from all this price nonsense. Heck, they have enough cash on hand that I bet they can buy a smaller RAM vendor if they had to. It mainly depends on how much of that custom RAM tech they own vs. licensing from any particular vendor. If they are using patents from their vendor, then that makes it harder to just switch.

Wait, don’t new iPhones and Macs have that unified memory? Maybe I’m missing something, but shouldn’t Apple be in the best position with regards to memory prices in their products?

I wonder if they are calling it the “drone deal” just to get under Trump’s skin. After all, he views the world as a zero-sum game, and the US as competing with Europe. So, any deal thar Europe “gets” is one less deal for the US.

Ukraine’s territorial integrity shouldn’t be subject to “deals”, but here we are.