Overview
- Apple, which briefed investors Thursday on its March-quarter results, said Mac mini and Mac Studio supplies will not match demand for several months.
- Tim Cook said customers are adopting these desktops for local, agentic AI tasks faster than Apple expected, pointing to tools like OpenClaw.
- Cook identified limited advanced semiconductor capacity and a squeeze on DRAM as the main bottlenecks for building more units.
- Apple said the $599 MacBook Neo also faces long waits after what Cook called off-the-charts interest from first-time Mac buyers.
- Many higher-memory builds are unavailable or pushed out by months on Apple’s site, and Apple previously pulled some Mac Studio and Mac mini configurations from sale.