苹果DRAM长期订单协议将到期，三星、SK海力士被曝明年1月起涨价

Ai&芯片那点事儿2025-12-16

12 月 14 日，尽管市值高达 4 万亿美元，但目前来看，哪怕是苹果也难以在当下全球半导体供应紧张的背景下独善其身。爆料者 @jukan05 最新供应链调查显示，苹果与三星电子、SK 海力士签署的 DRAM 内存长期供货协议（LTA）即将到期，这两家韩国厂商计划自 2026 年 1 月起提高对苹果的芯片报价。外界关注的核心问题在于，苹果是否会将由此带来的成本上升转嫁给终端消费者。@jukan05...

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