Apple is beginning to feel the pinch from the oncoming constraints around memory products and TSMC's choked advanced node supply lines, albeit in a managed fashion. This is the biggest takeaway from Apple's just-concluded Q1 2026 earnings call. Apple is feeling the pinch and its guidance for the ongoing quarter reflects it As most of our regular readers would be aware, the ongoing AI mania has cornered the global supply of memory products as HBM use-cases in AI GPUs and ASICs soar. And, even tech titans like Apple are getting affected. We noted recently that Apple has secured access to sufficient […]
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