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Last updated: May 4, 2026, 8:30 AM ET

Apple Supply Chain Dynamics

Supply constraints for new Macs stem from multiple factors, according to a fresh report suggesting that ongoing shortages extend beyond simple RAM and SSD availability. While the firm's reliance on TSMC's 3nm process for current Apple Silicon chips continues to limit volume, the analysis points toward expectations for a 2nm processor debut in an upcoming MacBook refresh later this year.