The global memory shortage hits the MacBook Air

Core Impact Points

• The global memory chip shortage is caused by high demand from AI companies, affecting Apple's MacBook Air production.
• Apple is struggling to keep the MacBook Air in stock, with retailers reporting delayed shipping and constrained supply.
• The company is working to address the issue by raising prices and sourcing memory from Chinese suppliers.
• The shortage has delayed Apple's back-to-school promotion, which was initially scheduled for June.
• For the first time, Apple's marketing material is focusing on the base model of the MacBook Pro, warning that the MacBook Air is subject to availability.
• The shortage has significant implications for US consumers, who may face higher prices and reduced availability of the MacBook Air.