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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

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A | Ever since pop-star Taylor Swift made her engagement with Travis Kelce official, wedding buzz has taken over. The buzz is getting louder as there are reports coming in that Andrea Swift and Donna Kelce, who have reportedly taken the reins in planning what is shaping up to be a three-day celebration at Swift’s iconic Rhode Island estate. According to The Sun, the two moms have stepped into full planning mode, overseeing everything from floral concepts to logistics to ensure the couple gets the warm, intimate celebration they want. Though Swift and Kelce have yet to confirm an official date, sources say the pair envision a Friday-to-Sunday wedding weekend. This weekend is set to be a slow-building, deeply personal event. One that is very far away from the spectacle of stadium crowds. The plan includes a welcome gathering for their closest circle, a quiet ceremony, and a send-off brunch, all designed to feel like family rather than an extravagant celebrity spectacle. View this post on Instagram A post shared by Taylor Swift (@taylorswift) Swift’s Watch Hill mansion has forever been famous for its Fourth of July parties and thus quietly holds legendary status in Swift lore. This iconic location will serve as the venue. Preparations are already underway. With extensive landscaping, major floral installations, and garden expansions already transforming the estate into what insiders describe as a “sea of flowers.” Reports estimate $750,000 will be spent on flowers alone, with an additional $1.2 million invested in the grounds to craft a soft, romantic space hidden from public view. View this post on Instagram A post shared by Travis Kelce (@killatrav) Sources say Taylor has long dreamed of being “completely surrounded by flowers” on her wedding day. This vision is now being brough to life by the moms. Donna and Andrea are reportedly handling the most meaningful details, ensuring the event reflects who Taylor and Travis are as individual people, not just fan-favourite celebrities. Meanwhile, in the trailer for her upcoming Disney+ docuseries, The End of an Era, Andrea Swift offers rare praise for Kelce, saying, “He brings a lot of happiness.” The series, releasing December 12, offers insight into Swift’s world just as wedding preparations intensify.Also Read: Taylor Swift shows off her ring in first public outing with Travis Kelce after engagement。 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。

B | 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。

C | 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。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。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。