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Apple is facing delays to key Mac product refreshes after an industry-wide memory shortage driven by surging AI demand, multiple reports said April 19-20, 2026.
Bloomberg’s Mark Gurman, cited by outlets including Digital Trends, Gizmodo and MacRumors, said the Mac Studio refresh that had been expected around mid-2026 could slip to as late as October 2026.
A major touchscreen OLED MacBook Pro, long tipped to arrive in late 2026 to early 2027 with M6-series chips and macOS 27 touch features, may move toward the later end of that window or into early 2027.
Reports and an automated alert from GuruFocus (citing Goldman Sachs) say supply, not development, is the bottleneck.
The shortage reflects heavy demand from AI servers and high-performance computing for advanced memory, squeezing capacity for consumer devices; analysts quoted by Gizmodo warned memory prices and constrained supply may persist into 2027 or beyond.
Apple’s recently launched MacBook Neo appears to be less affected so far, but firms across the industry have already raised prices or delayed shipments amid the squeeze.







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