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Asked by Ian Hobson Q: Will Apple evolve to make their own memory chips, or manufacture compute chips instead of just designing them? Will they go much more vertical? It’s a possibility — capability is not willingness to…
Office Hours question asked by by Ian H. on May 1, 2026 Q: Memory prices could move from 15% to 40% of the BOM of a device. This seems incredible. So how can Apple deal with this? This has been on people’s minds now for…
Asked by David Emery Q: What’s the potential legal regulatory risk to the Apple enterprise combining both products and services? You can make a case that services growth over top of the monopoly in hardware is an illegal…
Asked by Dave Emery Q: If you had to choose only between expanding gross margins or gross revenue, which one would you choose? Always top line, always. There’s the only thing that matters. The ultimate measure is the…
Asked by Jay Goldberg Q: Do you think Apple will start investing heavily in AI data centers? There’s rumors and actually statements from Apple saying that they’re working on a server chip. Google has a server chip.…
Office Hours question asked by Frederich H. on May 1, 2026. Q: Any thoughts on the breakdown of R&D, with that big jump? It’s hard to tell. I do think they’re buying — that does include some hardware. A lot of hardware.…
An Office Hours question asked by Fred S., May 1, 2026 Q: Ever since Johny Srouji started talking about Apple Silicon and the power consumption for the performance and the unified memory, and now we’ve seen the Mac mini…
An Office Hours question by J.P. answered on May 3, 2026. Q: With the ascension of John Ternus becoming the new CEO — will it lower the criticism from the perennial Apple haters and critics? No, no, of course not. Of…
