Apple faces supply chain problem as MacBook Neo demand exceeds expectations - 9to5Mac
… Discussions about solutions are apparently taking place with supply chain partners right now. …
Search
Apple's major MacBook Pro overhaul is reportedly 'slightly' delayed due to supply chain shortages - 9to5Mac
Apple’s major MacBook Pro overhaul is reportedly ‘slightly’ delayed due to supply chain shortages Benjamin Mayo | Apr 19 2026 - 7:25 am PT | Apr 19 2026 - 7:25 am PT A lot of us are impatiently awaiting the next-generation of MacBook Pro, which is expected to feature a bevy of updates including a n… …
Apple to outperform broader notebook market amid downturn - 9to5Mac
… Subsequently, TrendForce has revised its 2026 full-year shipment forecast downward from -9.2% to -14.8% YoY amid expectations of deteriorating end-market demand and rising supply chain costs, reflecting a deeper industry correction. …
UBS raises Apple price target ahead of earnings, keeps neutral rating - 9to5Mac
… And while UBS’s stock target is more conservative more on that later , it leans on the same argument that Apple’s supply chain strength and ability to secure memory are translating into share gains and stronger iPhone demand. …
BNP Paribas hikes Apple stock target, cites memory shortage opportunity - 9to5Mac
… Today, BNP Paribas issued an investor note via Bloomberg arguing that Apple’s supply chain and scale put it in a stronger position to weather those pressures and even gain share. …
Tim Cook says iPhone 17 demand is 'off the charts', but supply constraints impacted sales - 9to5Mac
… He said supply of advanced processor nodes is constrained and “there’s just a little less flexibility in the supply chain at the moment” in terms of getting more parts available. …
OLED iPad Air reportedly set for launch early next year - 9to5Mac
… According to supply-chain sources, Samsung Display plans to start mass production of OLED for iPad Air at the end of the year or around January next year. Apple is to supply display panels to the next-generation iPad Air, which is scheduled to be released in the first half of next year. …
Three takeouts from the Apple chip report, with one worrying prospect
… The company has always preferred to have at least two competing suppliers for all of its key components in order to negotiate the best price and to guard against supply chain disruption. …
Report: Apple kicks off new run of A18 Pro chips as MacBook Neo demand exceeds expectations - 9to5Mac
… That means it now needs TSMC to make a new batch of A18 Pro chips, to go inside the 5 million extra MacBook Neos the company has now ordered the supply chain to build. …
John Ternus faces critical decisions on iPhone pricing and US manufacturing
… The report says Ternus will have to make supply-chain decisions that will impact the company for many years ahead. …