Analyst Ming-Chi Kuo says in an X post that, no, Apple manufacturing partners TSMC isn’t sitting on $1 billion worth of unfinished 2nm chips due to memory shortages, notes iPhoneInCanada.
A recent media report claimed that a global DRAM memory shortage had stranded approximately $1 billion worth of Apple processors inside TSMC manufacturing facilities. The report alleged that TSMC was stuck holding semi-finished 2nm processor wafers, or work-in-process (WIP), that could not undergo final packaging because there simply was not enough memory available to pair with them.
Kuo acknowledges that the underlying component bottleneck is genuine, but says the supply chain doesn’t operate by blindly mass-producing unfinished silicon when crucial parts are missing.
“My industry checks suggest that Apple has indeed scaled back its hardware shipment plans this year due to memory shortages,” Kuo said. “However, Apple plans its processor production at TSMC at least three months in advance, based on the amount of memory expected to be available, rather than having TSMC build large amounts of WIP ahead of time.”
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