连库克都要抢货?LPDDR5X翻倍涨价撕开终端厂商的集体焦虑

南方财富网
Mar 10

近期,消费电子与半导体供应链传出重磅信号:苹果正式接受三星LPDDR5X内存涨价方案,且涨幅接近100%。这一消息震动行业。要知道,三星最初试探性报出翻倍涨价时,外界普遍认为会遭到苹果强势压价,结果苹果几乎没有过多拉锯便全盘接受。作为全球最具供应链话语权的终端厂商,苹果向来以极强的成本控制和议价能力著称,如今却在内存面前“低头”,标志着一个时代的结束:存储芯片,已从普通元器件升级为战略级稀缺资源。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10