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Fenhh
06-27
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Fenhh
06-26
1
Is Apple's price increase due to storage? Micron executives countered: "That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production."
Fenhh
06-26
111
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12:30","market":"us","language":"zh","title":"Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","MU":"美光科技","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4512":"苹果概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4515":"5G概念","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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ACC"},"source_url":"https://wallstreetcn.com/articles/3775556","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646338265","content_text":"围绕存储芯片价格的责任归属，苹果与美光正展开一场公开隔空交锋。苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。然而，作为苹果供应商之一，美光科技首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"AAPU":0.6,"MULL":0.6,"AAPB":0.6,"AAPY":0.6,"AAPX":0.6,"AAPW":0.6,"AAPD":0.6,"AAPL":1.95,"MU":1.91,"APLY":0.6}},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579395156751144,"gmtCreate":1782484081750,"gmtModify":1782484083854,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[{"img":"https://community-static.tradeup.com/news/1860f7d4956b52b3e273b77c4f04878c","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579395156751144","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":579608004109600,"gmtCreate":1782535968848,"gmtModify":1782535971064,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579608004109600","repostId":"1171074618","repostType":2,"isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579412463874352,"gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","MU":"美光科技","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4512":"苹果概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4515":"5G概念","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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