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Likes ReceivedLook at it from another angle and you'll understand: Apple's biggest competitor today is no longer Samsung, but NVIDIA. It's not because NVIDIA makes phones, but because the silicon-based demand represented by NVIDIA is gradually siphoning away the memory supply that Apple relies on for survival. This is the real opponent that carbon-based manufacturers have to face in this era.
$Apple(AAPL.US)$NVIDIA(NVDA.US)$GIGADEVICE(03986.HK)
苹果一边涨价、一边找上了长鑫——可它真正要的，不只是便宜
苹果开始找长鑫了。很多人以为，这是为了便宜。我不这么看。苹果第一次发现：自己，已经不再是内存厂最重要的客户了。这句话，比"苹果涨价"重要得多。上周，苹果干了两件看起来矛盾的事。一件是给 Mac、iPad 大面积涨价——库克说这是他四十年供应链生涯里"百年一遇的洪水"。另一件，几乎同时：苹果正在华盛顿四处游说，想要美国政府批准它，从中国的长鑫存储（CXMT）采购内存。市场看到第二条...
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