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Apple Expects Advanced Semiconductor and Memory Supply Constraints To Worsen

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Sig2.70Sen-2.40Env0.00Soc+0.30Gov+0.80

Apple expects supply constraints for advanced semiconductors, especially memory, to intensify quarter to quarter as AI server demand boosts pressure on the market. Executives said advanced-node capacity is the root cause and Apple is pulling supply forward despite reduced flexibility, with Mac hit most recently. A $600 billion U.S. supply-chain investment commitment for 2025 was also cited.

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