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Digitimes August 3, 2026 By Charlene Chen negative

Apple says advanced-node capacity tightens amid 2nm race

AppleAI / LLMSemiconductorsSupply Chain
<p class="P1" data-sourcepos="5:1-5:283;105-387">Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth than in the prior quarter. CEO Tim Cook said the shortage of advanced-node capacity for mobile SoCs is the biggest limit on the company's expansion.
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