The article discusses Apple's current challenges with supply chain issues, particularly regarding memory shortages intensified by the AI boom. Tim Cook, who has successfully managed Apple's supply chain for nearly three decades, faces his toughest test as CEO with no clear solutions to these bottlenecks. During a recent trading session, Apple's shares fell by 10%. The piece highlights the irony of Cook's resignation coinciding with these significant supply chain difficulties.

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Supply-chain legend Tim Cook finally meets his match with Apple’s memory crunch

Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions

July 31, 2026, 3:04 p.m. ET

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(5 min)

Collage of Tim Cook and a world map with logistics illustrations. Shares of Apple were tumbling 10% in Friday trading. Photo: MarketWatch photo illustration/Getty Images, iStockphoto

In his nearly three decades at Apple, Tim Cook completely revolutionized the company’s supply chain and guided the company through tariffs, pandemic shutdowns and other obstacles.

But in a stroke of irony, Cook departs from the CEO role at a time when Apple AAPL confronts its most daunting supply-chain bottleneck yet — with seemingly no solutions in sight.

About the Author

Christine Ji

Christine Ji is a reporter covering Big Tech.

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