More on the constraints. Cook says the availability of advanced modes in System on Chips (SoCs), not memory.
The majority is on the Mac mini, Mac Studio and Mac Neo. Those products collectively account for about 3% of revenue. The bottom line is if not for the supply on the Mac, the guide would have been higher, by likely 1% or at most 2%. It's small and a positive. $Apple(AAPL.US)Source: Gene Munster
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