Apple to Cut 2026 Hardware Shipments Due to Memory Shortage
TL;DR. Apple plans to reduce its 2026 hardware shipments due to a DRAM shortage, impacting various devices including upcoming iPhones. - Memory makers are prioritizing AI datacenter contracts due to higher profitability, limiting supply for consumer electronics. - This shortage has already affected Mac Studio, Mac mini, and MacBook Air availability and increased prices. - Upcoming iPhone 18 Pro, iPhone 18 Pro Max, and foldable iPhone Ultra models may see limited quantities.
- Apple is scaling back 2026 hardware shipments due to DRAM shortages.
- Memory chip manufacturers are prioritizing AI datacenter demand over consumer devices due to better margins.
- The shortage has already impacted Mac Studio, Mac mini, and MacBook Air availability and pricing.
- Future iPhone models, including the iPhone 18 Pro and foldable iPhone Ultra, are expected to be affected.
- Analyst Ming-Chi Kuo clarified that Apple's production planning avoids large, unutilized processor inventories at TSMC.
Sources
- Apple Cutting Back 2026 Hardware Shipments Due to Memory Shortage — macrumors.com
- gizmodo.com — gizmodo.com