苹果公司正在测试来自中国长鑫存储的内存芯片，计划将其应用于iPhone和MacBook等产品[1]。苹果已与长鑫就零部件供应进行初步洽谈，目标是将这些芯片用于部分在中国销售的设备[1]。
在价格谈判中，长鑫存储坚持要求内存采购价格不低于三星电子或SK海力士的报价[1]。作为全球第四大DRAM制造商，长鑫存储近期业绩表现亮眼[1]。2026年1-3月期间，该公司营业收入达508亿元，同比增长719.13%；净利润为330.11亿元[1]。长鑫存储预计2026年上半年营业收入将达到1,100亿元至1,200亿元[1]。
Apple is evaluating memory chips from China-based Changxin Storage for use in iPhones and MacBooks as the company addresses memory shortages in the AI era.[1] The tech giant has initiated preliminary discussions with Changxin regarding component supply, with the aim of incorporating these chips into select devices sold in China.[1] During price negotiations, Changxin has maintained that its memory procurement pricing should match or exceed the rates offered by competitors Samsung Electronics and SK Hynix.[1]
Changxin Storage, the world's fourth-largest DRAM manufacturer,[1] reported significant financial growth in the first quarter of 2026, generating 50.8 billion yuan in operating revenue, a 719.13% year-over-year increase, along with net profits of 33.011 billion yuan.[1] The company projects operating revenue of between 110 billion and 120 billion yuan for the first half of 2026.[1]
