[Apple's memory crunch](https://www.marketwatch.com/story/supply-chain-legend-tim-cook-finally-meets-his-match-with-apples-memory-crunch-9bce0b11?mod=mw_rss_topstories) being framed as a logistics hiccup is exactly backward. This is Tim Cook hitting the wall where component scarcity meets real economics—hyperscalers are bidding up memory prices so aggressively that even Apple can't arbitrage its way out.

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