How do you figure that HBM would make ARM beat Intel? A full stack would be massive overkill if I'm not completely missing something about what they are doing. And if they're designing their own mobo/chipset they can just forego Intel/PC standards and up the buswidth by using more chips, 8x8gb modules and they have a cheap(ish) 256bit DDR4 bus on a 8GB laptop.Basically the Apple tax premium over Windows machines has gone up significantly over time. And Apple hardware has gone down in build quality. Also, there are two ways the transition to Arm can go. One is that Apple half-asses it and puts an A12Z with LPDDR4 in the Macbook Pro. This will be cheap to make but the performance will be disappointing. The other is they go for something more over-engineered like WideIO or HBM. Performance might be good - better than Intel even - but they'll be very expensive machines. Or maybe they'll half-ass it and keep selling the machines at the current inflated prices.