… Goldman Sachs: Supply constraints masked stronger demand Goldman Sachs said Apple's results likely understate underlying demand, with supply constraints limiting growth in key products such as iPhone. …
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… Leaks suggest modest performance gains and improved 4K gaming and AI workloads, but the launch timeline remains uncertain, with reports indicating the RTX 50 SUPER series could be delayed to 2027 due to GDDR7 supply constraints and shifting GPU priorities toward AI hardware. …
… If MagSafe were missing from a device like that, the absence would reflect the constraints of a new form factor rather than a shift across the entire iPhone lineup. Apple often limits hardware tradeoffs to specific models when physical constraints or price positioning drive the decision. …
… With Apple moving to TSMC’s more advanced nodes two years from now, the supply constraints for older manufacturing processes would likely go away, leaving the Cupertino firm with enough liberty to use more capable chips in its hardware. …
Memory shortages are now anticipated to pose significant constraints on laptop manufacturers, as a new report states that 8GB memory configurations will become increasingly common. …
… The timing is difficult in the industry given supply constraints and memory prices continuing to rise . It will be interesting to see what they announce later this month. Perhaps new AMD Ryzen AI 400 series offerings? Intel Panther Lake upgrades? …
… I threw more hardware at the problem, moving from lightweight models to massive giants. …
… I did have a few networking constraints, but because of my ISP and not the hardware or software. …
… This recommendation comes at a time when DRAM supply constraints are affecting availability and pricing, making upgrades less straightforward for some users. …