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Apple M3 Ultra Mac Studio Only Available In The 96GB Memory Configuration Now As Apple Hoards Memory For M5-Based Macs
Apple has recently limited the configuration options for its M3 Ultra Mac Studio, now only available with 96GB of memory. This decision comes as the company grapples with optimizing memory resources ahead of the anticipated launch of M5-based models. Apple acknowledges that the M3 and M4-based devices are experiencing supply constraints but attributes these not to a memory shortage but rather to a limited supply of advanced manufacturing nodes at TSMC.
MonitorConfidence: MediumMid term horizonSupply chain risk: High
Published 5 May 2026, 22:21 UTC3 min read
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Summary
TL;DR
- M3 Ultra Mac Studio only available in the 96GB configuration.
- The decision responds to resource allocation for upcoming M5 devices.
- Apple previously increased lead times for Mac Studio and Mac mini.
- Supply constraints acknowledged as an ongoing issue during the earnings call.
- Production of M3 and M4 models scaled back to reserve memory resources.
Interesting facts
- The shift affects Apple's ability to meet current and future demand for Mac devices.
- M5 devices are expected to launch in the summer, heightening the resource crunch.