花旗发表研究报告指,据英国《金融时报》报道,苹果公司(AAPL.US) 正游说美国政府批准其向中国主要DRAM制造商长鑫存储(CXMT)采购内存,以应对不断飙升的内存成本。虽然审批结果仍存在不确定性,但该行认为,苹果的考虑本身已是对长鑫存储技术进步的强烈认可,使市场对长鑫存储的看法由单纯的“中国本土替代故事”转变为“可靠的全球第四大DRAM制造商”。该行预期,不论苹果最终是否获得采购批准,此消息...
Source Link花旗发表研究报告指,据英国《金融时报》报道,苹果公司(AAPL.US) 正游说美国政府批准其向中国主要DRAM制造商长鑫存储(CXMT)采购内存,以应对不断飙升的内存成本。虽然审批结果仍存在不确定性,但该行认为,苹果的考虑本身已是对长鑫存储技术进步的强烈认可,使市场对长鑫存储的看法由单纯的“中国本土替代故事”转变为“可靠的全球第四大DRAM制造商”。该行预期,不论苹果最终是否获得采购批准,此消息...
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