苹果杀死比赛，三星就是第一滴血？

投中网03-03

在半导体行业的历史上，买方低头认栽的故事不少，但买方主动放弃抵抗、甚至懒得讨价还价的故事，确实罕见。尤其是这个故事的主角，还是那个常年对供应链拥有“生杀大权”的苹果。近日据媒体报道，面对三星半导体部门抛出的100%价格涨幅，苹果不仅没有动用其强大的议价能力进行砍价，反而“照单全收”。这一幕正在2026年初的存储芯片市场上演，而这场由芯片通胀引发的海啸，正在重塑全球智能手机产业的权力格局。01三星...

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