Ming-Chi Kuo reported that Apple is seeking to prevent certain suppliers from being blacklisted to mitigate a widening gap in memory supply and demand.
Industry analyst Ming-Chi Kuo suggests Apple's lobbying efforts are driven by a projected 15-20% shift in memory production capacity, which could lead to severe components shortages by 2027.
If these supply chain predictions hold true, Apple's hardware production costs and product availability could be impacted across their entire consumer electronics lineup.
Ming-Chi Kuo is a highly reputable industry analyst with a deep track record of Apple supply chain reporting.
Start with the primary evidence, then review supporting sources and context.
Recommended from Apple topics and recent confidence changes
The Verge wrote that a supplier earnings call backs reports that Apple will keep the Pro iPhone 18 models on a fall timeline while the standard model slips to next year. The story also notes that an iPhone 18e and a new iPhone Air are being discussed for a later launch window.
Bandai Namco Entertainment published a promotional video for Dragon Quest Monsters: The Dark Prince focused on release news. The official channel frames the game’s launch messaging around the title’s main cast and setting.
Apple Newsroom reported that Apple Upgrade, a new hardware leasing program, is now available through the Apple Store online, the Apple Store app, and Apple Store locations in the U.S.
9to5Mac reported that iOS 27 beta 5 adjusts the new Liquid Glass slider so users can push transparency further than before. The change arrives as Apple continues refining the interface ahead of the update’s broader release.
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