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Just to add a few things.

The HBM confusion comes from Apple Marketing, they have since corrected the phase.

It uses LPDDR4x, fairly standard across the industry.

The LPDDR4 spec allows up to 8 Channel per package ( Although I have not yet seen any manufactures announced such a SKUs ), meaning Apple could scale to 32 GB, or with LPDDR5 using the same setup gives them 64GB while increasing the bandwidth by ~30%+.

From a portable perspective I think 64GB is good enough. Not to mention larger size of RAM being unsuitable for product with battery.

I have no idea how their Desktop part will play out, especially when Memory bandwidth is required for their universal memory.



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