A global shortage of memory chips is now affecting Apple's Mac lineup, with the consumer-focused MacBook Air experiencing significant inventory constraints, according to recent reporting by Bloomberg journalist Mark Gurman. The shortage is primarily driven by the rapid expansion of the artificial intelligence industry, as AI companies heavily purchase high-performance memory chips, squeezing supply for the consumer electronics market and impacting certain Apple products. Supply limitations were first noted on the lower-volume Mac mini and Mac Studio, and the issue has now expanded to the higher-selling MacBook Air.

Currently, ordering select MacBook Air models through Apple's official website results in delivery dates pushed back to late August, with specific configurations requiring waits until September. Multiple third-party retailers also report that MacBook Air inventory is tighter than usual. Notably, during this year's Apple back-to-school promotion, a subtle shift in marketing strategy has occurred: Apple has reduced emphasis on the MacBook Air for the first time, instead promoting the base MacBook Pro prominently. Promotional materials now specifically note "MacBook Air availability subject to supply," further corroborating the supply challenges facing this model.