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Apple says 2nm transition is easing its advanced-node chip constraints
What happened
Apple said that in its fiscal fourth quarter 2026, which ended September 26, its main supply constraint was the availability of leading-edge process capacity for its in-house chips. Apple stated that the constraint is easing as more of its products move to 2nm technology. The source does not specify capacity volumes or an affected product list; the event is Apple's observed statement that the constraint is easing.
Impact and signal
Medium impactImpact score: 40/100
Affected components and suppliers
自研芯片（in-house chips）
2nm先进制程产能供应约束
Source and time
Source: DigiTimes Asia · 11/2/2026 · View original source
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