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Developing· AppleUpdated 1h ago

Ming-Chi Kuo notes Apple concerns over growing memory supply shortages through 2027

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.

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AI summary

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.

Why this matters

If these supply chain predictions hold true, Apple's hardware production costs and product availability could be impacted across their entire consumer electronics lineup.

Confidence reason

Ming-Chi Kuo is a highly reputable industry analyst with a deep track record of Apple supply chain reporting.

Evidence