Likes Received
PostsThese two things are not the same at all.
Because Apple represents the carbon-based side — human consumers like you and me. The main profit battlefield in this round of memory has long since shifted from the carbon-based side to the "silicon-based" side — AI factories, AI servers, and GPUs.
The fact that Apple can't withstand the price increase doesn't prove the memory chain is about to collapse; on the contrary, it proves this shift has already happened: major memory manufacturers would rather prioritize selling to AI than sell cheaply to Apple.
$Micron Tech(MU.US)$Apple(AAPL.US)$XL2CSOPHYNIX(07709.HK)
苹果一涨价，半导体就集体跳水？可真正该担心的，根本不是存储。
上周五，苹果干了一件很少见的事：给 Mac、iPad、HomePod、Apple TV、Vision Pro 大面积涨价（iPhone 暂时没动）。要知道，苹果是全世界供应链管理最强的公司之一，常年靠强势地位把成本压在供应商身上。可这次，连它都扛不住了。库克的原话是——这次涨价"无法避免"，是他四十年供应链生涯里"百年一遇的洪水"。苹果官方声明更直接："我们从没见过零件价格涨得这么多、这么快...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
