Nuclear Waste Management

February 3, 2026, 4:30 AM EST. Apple said its fiscal Q2 2026 would be constrained by the availability of processors built on TSMC's leading-edge nodes, as AI accelerators based on recent processes ramp up. Tim Cook called the constraint a result of strong Q1 demand and limited capacity to scale; CFO Kevan Parekh said guidance reflects the best estimates of constrained supply. For Q2, Apple expects revenue to grow 13%-16% year over year to about $107.75-$110.62 billion, driven by iPhone shortages. In the December quarter, iPhone, iPad and services set records, while Macs and wearables declined. The company's latest iPhone 17 uses A19 chips produced on TSMC's N3P process; analysts note 3nm supply tightness could persist beyond Q2.