苹果：
“We have never seen a component price increase this much, this quickly.”

“We have shielded our customers from these increases so far, but we have now reached a point where we need to begin raising prices…”
苹果认为，内存、存储价格暴涨，所以不得不给 Mac、iPad 涨价。

美光：
“We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive.”

“A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”
当年有大客户把价格压得太狠，导致整个行业利润太低，没人愿意扩产，所以今天供给不足

#厂商称苹果才是内存涨价的罪魁祸首#