台积电因内存缺货积压苹果10亿美元订单?郭明𫓹:苹果下调出货计划不代表产品积压

格隆汇
Aug 11
郭明𫓹表示,苹果今年确实因内存短缺而下调了部分硬件出货计划,但这并不意味着供应链出现了“先产后等料”的被动局面。郭明𫓹强调,根据其产业调查,并未出现“台积电先积压价值10亿美元处理器在制品,再等待内存到位才能进行封装”的情景。他表示,台积电和苹果均为全球供应链执行力顶尖的企业,双方长期保持高度紧密的协同配合,在这样的供应链管理体系下,出现如此大规模半成品被动积压的状况并不常见。

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