Apple stockpiles inventory as it braces for ‘significant supply constraints’

They can’t make competitive dedicated memory in a near-term timeframe — the kind of timeframe that would matter, if they are to get something in during the shortage — and Cook has explicitly said that Apple will not try.

However, they do make their own CPUs, and they could maybe make a large-onboard-cache version, kind of akin to what AMD has been doing. That’d make the CPU more amenable to use of slower memory for most applications, which might open up more memory options.