苹果警告AI驱动的记忆芯片短缺将会挤压Q2 2026利润, Apple warns AI-driven memory chip shortages will squeeze Q2 2026 margins despite strong sales.

Apple警告说,由AI需求驱动的内存芯片价格不断上涨将给其2026年的Q2总利润带来压力,预测在48%至49%之间。 Apple warned that rising memory chip prices, driven by AI demand, will pressure its gross margins in Q2 2026, projecting a range of 48% to 49%. 由于AI数据中心将高带宽内存列为优先事项,该公司在获得先进的半导体节点和记忆组件、特别是来自TSMC的记忆组件方面受到限制,因而面临供应限制。 The company faces supply constraints due to limited access to advanced semiconductor nodes and memory components, particularly from TSMC, as AI data centers prioritize high-bandwidth memory. 尽管iPhone需求强劲,收入创纪录,但苹果公司在进入这一年时库存量低,现在正在加紧供应链的灵活性,转向季度采购。 Despite strong iPhone demand and record revenue, Apple entered the year with low inventory and is now navigating tighter supply chain flexibility, shifting to quarterly procurement. 全球内存成本急剧上升,DRAM和NAND价格急剧上涨,影响到整个行业的消费电子产品。 Memory costs are surging globally, with DRAM and NAND prices rising sharply, affecting consumer electronics across the industry. 虽然苹果公司已经确保了短期供应,但长期成本压力和灵活性的降低可能会影响今后的定价和生产。 While Apple has secured short-term supply, long-term cost pressures and reduced flexibility may impact future pricing and production.