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r/stocksr/stocks· u/IvoryTowerResident· 2 天前 0

苹果寻求从被列入黑名单的中国公司购买内存芯片

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苹果正游说美国政府批准其从被列入黑名单的中国公司长鑫存储购买内存芯片,以缓解成本压力。

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  • 试图确保替代内存芯片供应商以控制成本。
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  • 因内存芯片价格上涨而面临财务压力。
  • 因从被五角大楼列入黑名单的中国公司采购,面临潜在的监管和地缘政治反弹。
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据六位知情人士透露,苹果正在游说特朗普政府,希望获得批准,从中国公司长江存储(CXMT)购买内存芯片。美国国防部因涉嫌与中国人民解放军存在关联,已将该公司列入黑名单。苹果正展开游说行动,试图获得白宫的许可,以缓解内存芯片价格上涨带来的财务压力。其中一位人士表示,苹果一个多月前就已向商务部提出申请,但该公司还积极接触了政府其他部门官员以及华盛顿的盟友。目前,苹果并未被禁止从CXMT或另一家中国内存芯片制造商长江存储(YMTC)采购芯片。但美国国防部已将这两家公司列入其‘中国军方公司’黑名单。所谓的1260H名单列出了数十家涉嫌与中国人民解放军有关联、威胁美国国家安全的中国实体。https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb?syn-25a6b1a6=1

讨论 · 高赞评论15 条精选
u/outworlder 110· 2 天前高赞

What large Chinese companies do not have connections to the PLA? Sounds like a calculus question.

u/Maximum-Flat 37· 2 天前

Answer to that question is that if you got big enough in China, CCP will send their officials in to “corporate “ with you. Just deepseek used to be a nobody.

u/sicklyslick 36· 2 天前

Tariff on tariff off

Blacklist on blacklist off

u/Snowedin-69 13· 2 天前

Is it Tuesday morning or Friday after hours

u/originalrocket 32· 2 天前

Math... Math never changes.

u/mataushas 16· 1 天前

Not if he asks for a bribe big enough . Tim apple has billions to offer

u/WickedSensitiveCrew 15· 1 天前

Yea. This feels like when they are outsourcing labor. Americans too expensive to hire go to China or another Asian company to get cheap labor. Now they trying to do this to memory.

Trump is long Micron so I dont see him doing this.

u/pass-me-that-hoe 14· 1 天前

“Ain’t no bribe big enough…” “Ain’t no Qatari airplanes cushy enough…” “Ain’t no Israeli kickbacks large enough”

u/Fearless-Box-8761 13· 2 天前

“Apple is not barred from buying chips from CXMT, or YMTC, another Chinese memory chipmaker.”

Why do they need clearance then?

u/Different_Height_157 13· 1 天前

Think they wouldn’t be able to sell devices to the government if they used those Chinese components.

u/Maximum-Flat 12· 2 天前

Did MU ceo said Tim deliberately press the price memory chip down to an extremes level before and MU can’t expand due to that?

u/IvoryTowerResident 8· 1 天前

he did, said apple still maintaining margins after price hike

u/Kermez 10· 1 天前

This is not the same news, the one you posted is not about lobbying at all?

u/Soger91 10· 1 天前

...so you don't understand.

The article talks about a piece of hardware in addition to compromised RAM that allows an existing user/someone with access to system to defeat encryption at boot.

Nothing to do with bad RAM creating backdoors.

u/xcorv42 8· 1 天前

And in a few years there will be only chinese memory makers because of greed.