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Apple placing rush orders with its suppliers as demand for the base MacBook Neo overwhelms existing inventory.
Apple has placed rush orders with Foxconn and Quanta due to MacBook Neo's unexpected demand.
KEY POINTS
- Apple increased its MacBook Neo sales estimate from 7 million to 10 million units.
- The supply of MacBook Neo is now limited by the availability of binned A18 Pro chips.
- Apple may need to restart A18 Pro chip production, potentially reducing profit margins further.
COMPANIES
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