在半导体行业的历史上,买方低头认栽的故事不少,但买方主动放弃抵抗、甚至懒得讨价还价的故事,确实罕见。尤其是这个故事的主角,还是那个常年对供应链拥有“生杀大权”的苹果。近日据媒体报道,面对三星半导体部门抛出的100%价格涨幅,苹果不仅没有动用其强大的议价能力进行砍价,反而“照单全收”。这一幕正在2026年初的存储芯片市场上演,而这场由芯片通胀引发的海啸,正在重塑全球智能手机产业的权力格局 。01三星...
Source Link在半导体行业的历史上,买方低头认栽的故事不少,但买方主动放弃抵抗、甚至懒得讨价还价的故事,确实罕见。尤其是这个故事的主角,还是那个常年对供应链拥有“生杀大权”的苹果。近日据媒体报道,面对三星半导体部门抛出的100%价格涨幅,苹果不仅没有动用其强大的议价能力进行砍价,反而“照单全收”。这一幕正在2026年初的存储芯片市场上演,而这场由芯片通胀引发的海啸,正在重塑全球智能手机产业的权力格局 。01三星...
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