I mostly agree, but if you go further back in the supply chain there are a number of common inputs/tools. For example, as 2025 the new LPDDR lines are using EUV systems, which means for new fab production both DRAM and logic producers are competing for machines from ASML.
It doesn't change your point that these lines are different and the immediate price spike is not about them competing for capacity in the same facilities, but the fact that manufacturers are committing to large enough future purchases to drive new fab construction means that future pricing outlook (which does impact the current prices to extent) does involve some amount of competition between different types of semiconductor products.
Generally speaking macOS does not guarantee syscall stability, and does not generally guarantee compatibility for any binaries not linked to `libSystem.dylib` (that is the supported ABI boundary)[1]. This has a number of implications, including (but not limited to):
* The most obvious is the commonly mentioned fact that syscalls may change. Here is an example where golang program broke because they were directly using the `gettimeofday()` syscalls[2].
* The interface between the kernel and the dynamic linker (which is required since ABI stability for statically linked executables is not guaranteed) is private and may change between versions. That means if your chroot contains a `dyld` from an OS version that is not the same as the host kernel it may not work.
* The format of the dyld shared cache changes most releases, which means you can't just use the old dyld that matches the host kernel in your chroot because it may not work with the dyld shared cache for the OS you are trying to run in the chroot.
* The system maintains a number of security policies around platform binaries, and those binaries are enumerated as part of the static trust cache[3]. Depending on what you are doing and what permissions it needs you may not be able to even run the system binaries from another release of macOS.
In practice you can often get away with a slight skew (~1 year), but you can rarely get away with skews of more than 2-3 years.
It doesn't change your point that these lines are different and the immediate price spike is not about them competing for capacity in the same facilities, but the fact that manufacturers are committing to large enough future purchases to drive new fab construction means that future pricing outlook (which does impact the current prices to extent) does involve some amount of competition between different types of semiconductor products.