---
title: "TSMC Holding Back $1 Billion in Apple Orders Due to Memory Shortage? Ming-Chi Kuo: Apple's Shipment Cut Does Not Indicate Product Backlog"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295487460.md"
description: "Ming-Chi Kuo clarified that Apple reduced its shipment plans due to a memory shortage, but this does not represent a passive backlog in the supply chain. His survey indicates that TSMC is not holding $1 billion worth of work-in-process processors awaiting memory for packaging. Given the close collaborative supply chain management capabilities between TSMC and Apple, large-scale passive backlogs of semi-finished goods are uncommon"
datetime: "2026-08-11T05:20:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295487460.md)
  - [en](https://longbridge.com/en/news/295487460.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295487460.md)
generator: "portal-rs"
---

# TSMC Holding Back $1 Billion in Apple Orders Due to Memory Shortage? Ming-Chi Kuo: Apple's Shipment Cut Does Not Indicate Product Backlog

Ming-Chi Kuo stated that Apple did indeed reduce shipment plans for certain hardware this year due to a memory shortage, but this does not mean the supply chain has fallen into a passive situation of "producing first and waiting for materials later." Kuo emphasized that, according to his industry survey, there is no scenario where "TSMC first accumulated $1 billion worth of work-in-process processors and then waited for memory to arrive before proceeding with packaging." He noted that both TSMC and Apple are top-tier companies in global supply chain execution, maintaining close long-term collaboration. Under such a supply chain management system, large-scale passive backlogs of semi-finished goods are uncommon.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**