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Apple TV+'s 'Severance' Struggles: Victim of the Chip Crisis?

724FinanceDr. Yaman Ege
Apple TV+'s 'Severance' Struggles: Victim of the Chip Crisis?

Production has officially begun for Season 3 of 'Severance' on Apple TV+ in July 2026, but this announcement only deepens Apple's struggles with delays in its smart TV series production. The show's previous seasons had a 35-month gap, and this time, the production timeline is estimated at 18 months. Filming will take around 6 months, followed by 8 months of post-production, leading to a potential 2027 September release. This prolonged cycle raises concerns about Apple's ability to maintain quality amid chip supply chain issues. Compared to competitors like Netflix, which has accelerated production timelines, Apple's lag in this area could risk losing viewers for high-budget projects like 'Severance'.

The chip supply chain constraints at Apple are not only affecting production timelines but also content quality. This poses a dual threat to tech companies—both financially and in terms of brand reputation.
Dr. Yaman Ege

Financial Analyst: Dr. Yaman Ege

Semiconductor and Tech Supply Chain Director. Industrial futurist analyzing TSMC capacities, ASML machines, and the US-China rare earth war's impact on tech stocks.

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