Apple
fromArs Technica
1 day agoApple may take "several months" to catch up to Mac mini and Studio demand
Shipping delays for Apple products are influenced by AI demand, chip shortages, and upcoming M5-series chip replacements.
Major RAM makers Samsung, SK Hynix, and Micron have shifted their production to focus on High-Bandwidth Memory (HBM) needed for AI. This has led to shortages of standard DRAM and NAND chips used in smartphones, laptops, and medical devices. Driving hardware prices up. Due to the memory shortage, building non-AI electronics is becoming expensive. By early 2026, prices for standard computer memory and storage drives (SSDs) had surged
Addressing one of the most persistent critiques of the current artificial intelligence boom, CoreWeave CEO Michael Intrator pushed back against the narrative of a "circular AI economy" in an appearance at the Fortune Brainstorm AI conference in San Francisco. While skeptics often point to the tangled web of investments between chipmakers, cloud providers, and AI startups as a financial bubble, he argued that deep industry collaboration is the only viable response to a historic supply chain crisis.
The Dutch government felt it necessary to step in at the end of September by taking control of Nexperia, worried that the company's chip knowledge would leak to Chinese parent company Wingtech. Beijing responded immediately with export restrictions, which severely affected the production chain. Although 70 percent of Nexperia's chips are made in Europe, they are packaged and distributed in China.