On August 11, an industry survey released by Tianfeng International Securities analyst Guo Mingyi, who has been following the Apple industry chain for many years, showed that Apple's hardware shipments this year were indeed lowered due to a shortage of memory, but Apple's processor orders from TSMC will plan production according to the amount of available memory at least 3 months in advance, rather than allow TSMC to mass-produce semi-finished products ahead of schedule. This doesn't mean that TSMC won't produce and stock up on semi-finished products ahead of time; however, if the bottleneck isn't TSMC, there's no benefit in doing this; therefore, there isn't much reason for Apple to pay extra for TSMC to do this. “It is true that the supply of memory is tight, but my understanding is that there has been no dramatic change of 'TSMC first hoarding 1 billion dollars of semi-finished products and then waiting for the memory to arrive and package'. Both TSMC and Apple are the world's top execution companies, and in supply chain management, it is difficult to see this kind of dramatic development even with close cooperation between the two sides.”

On August 11, an industry survey released by Tianfeng International Securities analyst Guo Mingyi, who has been following the Apple industry chain for many years, showed that Apple's hardware shipments this year were indeed lowered due to a shortage of memory, but Apple's processor orders from TSMC will plan production according to the amount of available memory at least 3 months in advance, rather than allow TSMC to mass-produce semi-finished products ahead of schedule. This doesn't mean that TSMC won't produce and stock up on semi-finished products ahead of time; however, if the bottleneck isn't TSMC, there's no benefit in doing this; therefore, there isn't much reason for Apple to pay extra for TSMC to do this. “It is true that the supply of memory is tight, but my understanding is that there has been no dramatic change of 'TSMC first hoarding 1 billion dollars of semi-finished products and then waiting for the memory to arrive and package'. Both TSMC and Apple are the world's top execution companies, and in supply chain management, it is difficult to see this kind of dramatic development even with close cooperation between the two sides.”