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發展中· Apple· 發布於 2026年7月2日
Mark Gurman 報導 Apple 正與受美國制裁的中國晶片商洽談記憶體供應
Mark Gurman 指出，Apple 為了因應全球記憶體短缺問題，正與兩家被五角大廈列入黑名單的中國半導體製造商進行採購談判。
情報判讀
訊號摘要
根據 Mark Gurman 的消息，Apple 試圖透過與受限制的中國供應商合作來緩解供應鏈壓力，藉此降低因零件短缺導致的產品漲價幅度。
為什麼值得注意
這顯示了 Apple 為了穩定產品價格與供應，不惜在複雜的政治環境下尋求被列入黑名單的供應來源，對未來供應鏈佈局影響重大。
DNA 判讀
此消息源自 Bloomberg 知名記者 Mark Gurman，其在 Apple 供應鏈方面的追蹤紀錄具有高度公信力。
來源證據
先看主要證據，再查看佐證來源與來源脈絡。
主要證據
1- Source · X postView original postLoading original post…
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