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6 results for “supply constraint”
Google announces new performance thresholds for Android apps, including memory-use limits, citing "significant hardware supply constraints" due to the AI boom (Sarah Perez/TechCrunch)
Google imposed stricter memory-use limits on Android apps to accommodate hardware supply constraints caused by surging AI data center demand for memory chips.
Aug 27, 2026
Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours (Mark Gurman/Bloomberg)
Apple projected Q4 revenue growth of 9–11% year-over-year — below analyst expectations of 12%+ — attributing the shortfall to external supply chain constraints and currency fluctuations, triggering a 5%+ after-hours stock drop.
Jul 31, 2026
Tim Cook says Apple expects "the impact from the supply constraints to increase significantly sequentially" and the market pricing for memory to keep rising (Juli Clover/MacRumors)
Apple CEO Tim Cook acknowledged worsening supply chain constraints and rising memory prices, forecasting a significantly larger negative impact on revenue in the September quarter.
Jul 31, 2026
Apple stockpiles inventory as it braces for ‘significant supply constraints’
Apple increased its inventory holdings to $11.1 billion — nearly double year-over-year — citing anticipation of 'significant supply constraints' as a strategic buffer against future component shortages.
Jul 31, 2026
Apple Expects Supply Constraints to Hit Hard in Current Quarter - The Information
Apple anticipates significant supply chain constraints will materially impact its current fiscal quarter, likely reducing revenue or shipment volumes.
Published Jul 30, 2026 · Analyzed Aug 2, 2026
IBM stock tumbles after Q2 infrastructure revenue warning
IBM's stock declined following a Q2 earnings warning about infrastructure revenue, attributed to enterprise CIOs prioritizing immediate compute access over long-term infrastructure investments due to supply constraints.
Jul 15, 2026