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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 |     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。    GLASTONBURY, Conn. -- A former Connecticut police officer is suspected of being a serial burglar and committing 30 or more thefts in three states, including the community he had patrolled until recently. A newly unsealed warrant says former Glastonbury Police Officer Patrick Hemingway is believed to have targeted safes and cash registers at restaurants and businesses in Connecticut, Rhode Island and Massachusetts. The warrant, cited in multiple news reports and released Thursday, says surveillance videos show a suspect possibly resembling the former officer.Hemingway, 37, was charged last month with computer crimes and making a false statement. A judge at his arraignment said more charges were expected. In one surveillance video, a tall male wearing a mask, gloves and a hooded sweatshirt is seen holding a flashlight “in a tactical manner.” The suspect is also holding “a coiled, corded object to his left ear” that resembles the portable police radios used by the Glastonbury Police Department, the warrant said.“Lock-picking tools” were used in some of the burglaries, according to the warrant. Hemingway left behind a bag that included a lock-picking tool kit when he resigned Sept. 1 from the Glastonbury Police Department, the warrant said. Cell phone data and images of a vehicle resembling one owned by Hemingway's wife and spotted at multiple break-ins are also cited in the warrant.As the burglary part of the investigation continues, Hemmingway is being held on a $1 million bond. His lawyer argued in court that the bond was too high. “I've seen murder cases where the bond is that high,” James E. Sulick said. “I want to withhold any comment until I’ve had a chance to review things with my client,” Sulick said Saturday. “And I just haven’t been able to do that yet.”Hemingway was initially arrested as a fugitive from justice on Sept. 22 at a New Jersey airport where Sulick said he was studying to become a commercial pilot. He was extradited to Connecticut. The warrant for the computer crime, signed when Hemingway was in New Jersey, stems from allegations he misused a police database 80 times. According to the warrant, Sulick made 28 queries about his own vehicle from Feb. 26, 2019, as well as 19 queries about his wife's vehicle from April 11, 2022 to Aug. 23, plus other queries."A possible explanation for Patrick running such information so frequently would have been to determine if he was being investigated by police,” the warrant said. Last month, the Glastonbury Police Department issued a news release saying they had been alerted to the possibility that a former officer was a person of interest in a recent burglary and had contacted the Connecticut State Police Major Crimes unit because the investigation involved multiple jurisdictions. The officer was not named and the department said it would not comment further.。

B | 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。

C | 公开资料显示，长鑫存储正在积极扩充产能。

D |     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。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。

E |     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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