Apple Cutting Back 2026 Hardware Shipments Due to Memory Shortage
Apple Cutting Back 2026 Hardware Shipments Due to Memory ShortageMonday August 10, 2026 11:38 am PDT by Juli CloverApple is scaling back its hardware shipment plans in 2026 due to DRAM shortages, Apple analyst Ming-Chi Kuo said today. Kuo made the comment in a longer piece disputing a recent report suggesting TSMC has $1 billion of unpackaged processors waiting on memory chips that Apple has been unable to secure. Kuo said Apple plans processor production at least three months in advance based on the amount of memory expected to be available, and it does not have TSMC build large numbers of wafers ahead of time.
- ▪Apple Cutting Back 2026 Hardware Shipments Due to Memory ShortageMonday August 10, 2026 11:38 am PDT by Juli CloverApple is scaling back its hardware shipment plans in 2026 due to DRAM shortages, Apple analyst Ming-Chi Kuo said today.
- ▪Kuo made the comment in a longer piece disputing a recent report suggesting TSMC has $1 billion of unpackaged processors waiting on memory chips that Apple has been unable to secure.
- ▪Kuo said Apple plans processor production at least three months in advance based on the amount of memory expected to be available, and it does not have TSMC build large numbers of wafers ahead of time.
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| Original publisher | MacRumors |
| Canonical URL | https://www.macrumors.com/2026/08/10/apple-cutting-2026-hardware-shipments/ |
| Publication time | Mon, 10 Aug 2026 11:38:55 PDT |
| Retrieval time | 2026-08-10T18:40:41.896Z |
| Last seen | 2026-08-10T18:40:41.896Z |
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Apple Cutting Back 2026 Hardware Shipments Due to Memory ShortageMonday August 10, 2026 11:38 am PDT by Juli CloverApple is scaling back its hardware shipment plans in 2026 due to DRAM shortages, Apple analyst Ming-Chi Kuo said today. Kuo made the comment in a longer piece disputing a recent report suggesting TSMC has $1 billion of unpackaged processors waiting on memory chips that Apple has been unable to secure. Kuo said Apple plans processor production at least three months in advance based on the amount of memory expected to be available, and it does not have TSMC build large numbers of wafers ahead of time. He believes there are indeed memory shortages, but no situation where TSMC is sitting on unused inventory. In other words, tight memory supply is real.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at MacRumors.
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