When multiple analysts cite various supply chain sources to assert that Apple is apparently buying up all the DRAM it can get its hands on, you should pay attention. And now, Goldman Sachs analyst Michael Ng has become the latest to add to this chorus, albeit taking a much more benign stance on the topic of Apple's margins. Goldman Sachs analyst takes a benign stance towards the impact on Apple's margins from its rampant DRAM-buying activities We reported on a specific bit of supply chain chatter in early April, which suggested that Apple was actively buying up "all available mobile DRAM on […]
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