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[ARTICLE · art-83783] src=9to5mac.com ↗ pub= topic=ai-infrastructure verified=true sentiment=↓ negative

MacBook Air reportedly facing major supply shortages due to AI-driven memory crisis

Apple Inc. is facing major supply shortages for its MacBook Air due to an AI-driven memory crisis, according to a Bloomberg report. The surge in demand for high-bandwidth memory (HBM2) for AI datacenters has disrupted supply chains, causing prices for SSDs and DDR5 RAM to rise sharply. Apple adjusted its pricing in late June, increasing costs by $100 to $400+ across its product line, yet still struggles to keep MacBook Air in stock.

read1 min views1 publishedAug 2, 2026

The AI datacenter buildout around the US has wreaked havoc across the entire consumer electronics industry. All of this newly found high volume purchasing of high end HBM2 DRAM has shifted entire supply chains, making it incredibly difficult to come across consumer grade memory and storage.

SSDs and DDR5 RAM have shot up in price since the start of the year, and Apple finally had to adjust its pricing in late June – with everything becoming $100-400+ more across the board. Despite those price hikes, the company is still struggling to keep MacBook Air in stock.

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