… 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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… 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. …
… The fresh SoCs from TSMC, however, would allow Apple to reach its new 10 million unit production goal without changing anything about the hardware itself. …
… It’s understandable when you face constraints with a 14-inch notebook, but ASUS wasn’t dealing with this form factor. …
… Hardware-accelerated RT is the most impressive aspect of the iPhone 17 Pro version. …
… Andrew is a Senior Technology Reporter at Ars Technica, with a focus on consumer tech including computer hardware and in-depth reviews of operating systems like Windows and macOS. …
… "Perhaps the high demand for the higher-end configurations has led to supplies reaching low levels sooner than Apple had anticipated, causing it to accelerate the removal of these configs ahead of the eventual M5 updates." Veteran CNET hardware reviewer Lori Grunin said the changing of the guard at… …
…March 2026 Buyer’s Guide MacBook Pro This rumored MacBook Pro upgrade has me excited for the overhaul, and it isn’t OLED iPad iPad art from emerging Australian creators lights up…