Fair points, and I agree Apple is probably too important a customer to be left without supply altogether.
My concern is more that AI demand has already distorted the memory market. So even if Apple can get what it wants, it may be doing so at a much higher cost, and that cost is most likely to show up in high-end Mac pricing rather than in total unavailability. In other words, Apple probably still gets the RAM — the question is how brutally it prices the top bins, and whether the niche 256GB/512GB configs end up with longer lead times because Apple allocates supply where it makes the most commercial sense.