South Korean publication The Elec reports that Apple froze production of its M2 series of SoCs in January and February due to lower than anticipated MacBook demand. Production reportedly resumed in March, but at just half the rate compared to before.
The production hiccup impacted other cogs in the supply chain as well. Companies that supply materials and smaller components like thermal interface material, solder balls and the package lid all had to idle down as Apple regrouped. According to one insider, repurposing the M2 manufacturing line during the two-month break to accommodate other hardware production was impossible.