REALTIME NEWS

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Jay Liu, analysis

May 4, 2026, 10:32 0

Credit: DIGITIMES

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor capacity, particularly at leading-edge process nodes.

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