EPISODE · Jun 27, 2026 · 11 MIN
苹果为何转向长鑫存储采购芯片？（粤语版）
from 亮眼看财经
这一波存储芯片价格暴涨，涨价效应已经开始传导至消费电子领域，包括苹果、微软等核心产品开始涨价，而且涨幅并不低，从一定程度上反映出存储芯片大幅上涨，已经开始吞噬巨头们不少的利润。有消息称，苹果希望获批采购长鑫存储的芯片，或从采购成本、供应链等角度考虑问题，从而达到成本管控和打破对某一供应商过度依赖的局面。存储芯片成本大涨，涨价效应开始延伸至更多的领域，头部公司还可以把成本进行转嫁，但普通企业则无法进行成本转嫁，行业难免出现新一轮洗牌现象。苹果为何转向长鑫存储采购芯片？在这一期节目中，我们将会具体聊聊，欢迎收听！在小宇宙查看该单集文稿
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苹果为何转向长鑫存储采购芯片？（粤语版）
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