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Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac
Apple is expecting supply constraints to have a much bigger impact on revenue during the September quarter, Apple CEO Tim Cook said today during Apple's earnings call for the third quarter of 2026. Supply constraints will impact the iPhone, iPad, and Mac. Cook said Apple is seeing less flexibility in the supply chain than normal and an issue with the availability of the advanced nodes that Apple's chips are produced on. We continue to expect high levels of demand.
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