Apple concedes it is constrained by TSMC’s supply of advanced chips; storage and memory are also in short supply — firm isn’t projecting supply conditions beyond the second quarter

February 3, 2026

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Apple this week said that its performance in the second quarter of its fiscal 2026 would be constrained by the availability of processors made on TSMC’s leading-edge production nodes, a type of announcement that the company has not made in years. Apparently, as AI accelerators based on some of TSMC’s latest manufacturing processes ramp up, Apple believes it cannot secure enough capacity to produce more chips for its popular products.

Apple sets new business records, but warns about supply constraints

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