Apple and Microsoft are unlikely to be buyers of 4DS imo. They...

Apple and Microsoft are unlikely to be buyers of 4DS imo. They are likely to be customers for the data infrastructure and products that contain 4DS RERAM.

Apple builds devices assembled from OEMs. They have a proprietary processor (the M series) which ARM designed for them and TSMC? fabs for them. But they deal primarily in the product design and usability experience. That is how the device physically looks/feels and how the software runs on it.

Everything else they buy off the shelf to spec from a multitude of suppliers (Samsung did/does screens for them) All the bits are then assembled in a factory.

Their data centres would be built to spec, not necessarily Apple designs.

imo, you're looking at the likes of Infineon, NVIDIA, Samsung, Micron, SK Hynix, who will then build products that go onto the hands of Apple, Microsoft, Amazon et al because their data centre power bills are monstrous.

DM did allude to Infineon being pretty keen in his presentation a month or so ago.