Apple Cutting Back 2026 Hardware Shipments Due to Memory Shortage

Apple is scaling backmost its hardware shipment plans successful 2026 owed to DRAM shortages, Apple expert Ming-Chi Kuo said today.


Kuo made the remark successful a longer portion disputing a caller study suggesting TSMC has $1 cardinal of unpackaged processors waiting connected representation chips that Apple has been incapable to secure. Kuo said Apple plans processor accumulation astatine slightest 3 months successful beforehand based connected the magnitude of representation expected to beryllium available, and it does not person TSMC physique ample numbers of wafers up of time. He believes determination are so representation shortages, but nary concern wherever TSMC is sitting connected unused inventory.
In different words, choky representation proviso is real. But my knowing is that determination has been nary melodramatic script successful which TSMC archetypal built up US$1 cardinal of WIP and past had to hold for representation to get earlier packaging could proceed. TSMC and Apple are some known for world-class execution, and specified a melodramatic improvement would beryllium antithetic fixed however intimately the 2 companies coordinate their proviso chains.
Memory shortages person already affected the Mac Studio, Mac mini, and MacBook Air, and it sounds similar ongoing proviso problems volition besides interaction the upcoming iPhone models. Memory makers person been prioritizing proviso for AI information centers due to the fact that contracts for those chips are much profitable, leaving little capableness disposable for user instrumentality chips.

A deficiency of proviso has driven prices up and led to agelong hold times for immoderate products. Apple raised prices connected each of its Macs and iPads successful June, and iPhone prices are expected to spell up successful September.

The iPhone 18 Pro, ‌iPhone 18 Pro‌ Max, and foldable iPhone Ultra could beryllium disposable successful constricted quantities due to the fact that of the representation problems, and we expect the devices volition merchantability retired during the preorder period.
This article, "Apple Cutting Back 2026 Hardware Shipments Due to Memory Shortage" archetypal appeared connected MacRumors.com

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