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first_img 长鑫与长江存储借苹果验证品质,转销北美云端

ChainCatcher 消息,据 DIGITIMES 报道,长鑫存储与长江存储持续扩张,近期苹果积极寻求导入两家中系记忆体供应链,外界关注其打入苹果供应体系。业界透露,两家厂商实则借苹果证明中国 DRAM 及 NAND Flash 品质已达国际水准,檯面下则透过第三方组装,辗转外销北美新云端(neocloud)业者,扩大云端与企业级市占。长鑫存储母公司长鑫科技已完成人民币 295 亿元募资,长江存储拟 IPO 募资约 330 亿元,用于量产线升级与研发。长江存储 2024 年已转盈,2026 年第一季归母净利达 333.79 亿元;其三期新厂将提前至 2026 年第四季投产,总产能每月 10 万片,其中约 20% 试产 LPDDR,成为其首个 DRAM 据点。供应链称,两家最快有望在 2027 年底至 2028 年将中国本土记忆体自给率提升至 50% 以上。长江存储以 NAND 销往第三方模组厂并组装为企业级 SSD 出货,规避产地敏感;长鑫存储已导入美、加等地中小型云端业者认证。美国民间企业原则上可向两家采购,实体清单主要限制其获取美国技术,并未全面禁止民间采购。云端业者亦透过租用算力或第三方持有资产等方式降低合规风险。业界认为,苹果对产业供需影响力下降,两家并无意大量供货苹果或削价竞争,扩产仍难短期满足苹果在中国市场需求。
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