上一篇文章讲了苹果是怎么用二十年时间,把“包产能”打磨成供应链的核心武器:从原材料、到新工艺与先进制程,它把不确定性前移,用资本换取交付与节奏。(详见文末链接)当现有产能已被谈到极致,传统的“包产能”已无法确保未来扩产能力。真正稀缺的资源不再是现有产能数量,而是未来能不能扩出产能、扩出新产线的位置和机会。英伟达给出的答案比苹果更进一步:它把谈判前移到晶圆厂尚未动工阶段的未来扩产入口,确保未来高端...
Source Link上一篇文章讲了苹果是怎么用二十年时间,把“包产能”打磨成供应链的核心武器:从原材料、到新工艺与先进制程,它把不确定性前移,用资本换取交付与节奏。(详见文末链接)当现有产能已被谈到极致,传统的“包产能”已无法确保未来扩产能力。真正稀缺的资源不再是现有产能数量,而是未来能不能扩出产能、扩出新产线的位置和机会。英伟达给出的答案比苹果更进一步:它把谈判前移到晶圆厂尚未动工阶段的未来扩产入口,确保未来高端...
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