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苹果想要6亿GB国产内存!长鑫存储:华为小米订单已排满到2027年 先排个队吧_我的网站

A | e(ECNS) -- The online buzz surrounding the barbecue feast in East China's Zibo city may have cooled, but the city continues to attract visitors, including a growing number of international tourists. Former NBA player DeMarcus Cousins was among the latest to sample the local specialty, grilling meat skewers and wrapping them in small pancakes at a barbecue restaurant in the city. Cousins's visit turned a late-night meal into a cultural experience. Three years after the online barbecue boom put Zibo on the map, foot traffic remains steady at the city's popular Bajor Market, according to Zheng Haolin, head of the market's management office. The market received more than 19 million visitors in 2023, 18.9 million in 2024 and more than 18.7 million in 2025. As of July 2026, more than 12 million people had visited, with the annual total expected to remain around 18 million to 19 million. "What has cooled down is probably just the online buzz," Zheng said. "The fluctuation in visitor numbers is only a few hundred thousand each year. With a base of about 18 million visitors annually, the daily variation is very small." Zheng also noted a significant shift: The number of international visitors has increased notably since 2024. Most are students studying in China, along with tour groups from Southeast Asia. The restaurant that hosted Cousins set a goal in February of taking photos with diners from 50 countries. By August, that target had been met, with photos of the French ambassador to China, solo travelers from Sweden, tourists from Russia and Bangladesh, and Chinese nationals from overseas communities in Malaysia and Singapore. A floor manager at the restaurant said she became friends with a Bangladeshi photographer who visited three times — first with friends, then with more friends and finally with his family. Actress Xie Huiting, who performs in the restaurant's cultural show, recalled international students praising the performance and the food. The owner said that beyond price, service and quality, cultural experiences are essential to turning short-lived online attention into lasting visitor loyalty. He introduced a 360-degree stage show featuring stories from ancient Chinese history, which runs alongside the dining experience. A local resident who grew up in the area said the key to attracting visitors is simply good service and quality products. "That's the foundation for welcoming friends from elsewhere," he said. (By Tang Yuxian)
。 8月25日消息,据报道,近期,苹果正急切希望将长鑫存储纳入其供应链,至少满足其在中国的内存采购需求。 经测算,苹果在中国市场的iPhone年需求量约5000万部,按每部12GB内存计算,年度总需求高达6亿GB。这笔订单若落地,需要消耗长鑫存储2026年底约6.6%的产能。
但长鑫存储的产能已经满了。供应链消息显示,长鑫存储的DRAM订单需求异常强劲,产能已预订至2027年底。华为、小米等中国本土企业早已通过长期合同锁定了长鑫存储的绝大部分产能。 美国银行分析指出,苹果找长鑫,真实目的并非为了大规模采购,苹果更想用长鑫作为谈判筹码,在与三星、SK海力士、美光续签长期供货协议时压价。 苹果想把长鑫当筹码,但筹码有多重,得看产能有多大。

B | 公开资料显示,长鑫存储正在积极扩充产能。 截至目前,长鑫在合肥、北京拥有三座12英寸DRAM晶圆厂,月产能约30万片。

C | 预计2026年底月产能提升至约35万片;2027年有望达42万片;2028年底冲击50万片目标。 高盛预测,长鑫存储到2028年总产能约1000亿GB,但仍只够满足中国市场约2000亿GB总需求的一半。换言之,长鑫存储根本不缺买家,苹果把长鑫当筹码,长鑫却用满产和订单做了一堵墙。
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