Nvidia Rubin BOM & iPhone 18 BOM show just the humongous chunk that memory chips is taking up.

42% on iPhone & > 75% on Rubin. If customers are willing to pay $20k for Vera CPU LPDDR. Equivalent to $400-500 per phone How does budget Chinese phone makers compete w/ this? https://t.co/pb0voJRlCy — via @tphuang

Memory chips' 42% iPhone and >75% Rubin B