Apple faces Mac Studio shortages amid rising AI demand

Shortages of the Mac mini and Mac Studio have prompted speculation about delayed M5-powered refreshes. CEO Tim Cook attributed the issue to unexpectedly high demand for AI workloads.

Apple is dealing with heavy backorders for several Mac mini and Mac Studio configurations. The company links the shortages to demand that has outpaced forecasts, driven by customers using the machines for artificial intelligence tasks. During a recent earnings call, Cook said both products serve as strong platforms for AI and agentic tools. He noted customer recognition of these capabilities has grown faster than predicted, creating higher than expected demand. Supply constraints tied to advanced chip manufacturing and memory components are expected to persist for several months. These factors have disrupted earlier plans for a possible midyear launch of M5 models. Reports indicate the next Mac Studio could now target an October 2026 release while retaining its current design and gaining M5 Max and M5 Ultra processors. The Mac mini is also expected to receive M5 and M5 Pro options with possible storage and connectivity improvements.

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Illustration depicting Apple's discontinuation of the $599 Mac mini, new $799 model amid AI demand surge.
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Apple discontinues entry-level Mac mini model

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Apple has stopped selling its cheapest $599 Mac mini, raising the starting price to $799 with 512GB storage. The change follows strong demand from AI users and supply constraints. CEO Tim Cook noted it may take months to balance supply and demand.

Apple is grappling with supply constraints affecting several Mac models, including the Mac mini and Mac Studio, as demand rises and component shortages persist. CEO Tim Cook highlighted the issue during the company's recent earnings call, noting limited flexibility in the supply chain and higher RAM costs. Shipping delays have lengthened for some configurations while others remain stable.

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Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

Sony released its fiscal year report earlier this month, revealing expectations of lower PS5 hardware sales due to ongoing memory shortages driven by AI demand. CEO Hiroki Totoki indicated that plans for the next-generation console remain undecided.

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Apple held its Worldwide Developers Conference on Monday and announced a major overhaul to its Siri assistant along with new versions of its operating systems. The company released the first developer betas for iOS 27 and other platforms immediately after the keynote.

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