NuAxiSemiconductor trade intelligence

[News] Apple to End Intel Mac Support with macOS 27, Deepening Shift to In-House M-Series Chips

What happened

Apple's M6 series launch delayed to 2027 due to DRAM and NAND flash shortages. Supply chain sources cite production challenges as the primary bottleneck despite TSMC N3P process advancements.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMNAND FlashM-series chips

Apple TSMC

shortagedelayDRAMNAND

Source and time

Source: TrendForce · 4/20/2026 · View original source

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[News] Apple to End Intel Mac Support with macOS 27, Deepening Shift to In-House M-Series Chips

What happened

Impact and signal

Affected components and suppliers

Source and time

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