Apple MacBook Neo Ramp Adds Pressure to Memory-Constrained Supply Chain

The report says demand for Apple's MacBook Neo was stronger than expected and that Apple is pursuing additional A18 Pro silicon from TSMC to support a 10 million unit production goal. The first production run reportedly relied on already-paid inventory of rejected iPhone SoCs, while a new run would expose the product to current memory supply constraints and higher costs across the industry. For RamTrend, the story is relevant as a client-device demand signal: a higher-volume low-cost notebook ramp can add incremental pressure on RAM supply and may influence system pricing if memory constraints remain tight.