DigiTimes reported on Nov. 3, 2026, that Apple’s main supply constraint in fiscal Q4 2026, which ended Sept. 26, was capacity for leading-edge processes used to make its in-house chips. The constraint was easing as more products moved to 2nm technology.
What Apple’s reported capacity shift means
The update concerns access to advanced chip-manufacturing capacity. DigiTimes tied the easing to more Apple products moving to 2nm, but the report did not quantify a change in capacity or device availability.
The dated N2 yield estimate
A separate figure offers historical context: Semiecosystem reported that John Vinh, an analyst at KeyBanc Capital Markets, estimated TSMC’s N2 yield at 65% in July 2025. That was an analyst estimate, not a TSMC disclosure. It is separate from DigiTimes’ later report about Apple’s process-capacity constraint; the two figures describe different things.
