来源：@智通财经APP微博 《科创板日报》2月26日讯 据Wccftech等援引韩国Dealsite消息，苹果已为iPhone 17系列敲定了三星DS 部门（半导体部门）LPDDR5X订单，价格较此前翻了一倍。苹果近期还与三星DS部门举行紧急会议， 商讨今年上半年供货安排，以确保供应链稳定性。 据半导体业界人士透露："最初三星DS部门的目标是将报价提高60%。在首轮谈判中，其为了试探意向 先报出了100%涨幅，没料到苹果为确保库存直接接受，价格随之敲定。" 在此之前，苹果一直凭着自己的市场地位以相对较低的价格采购LPDDR，随着存储短缺加剧，如今连 苹果都直接一口接受100%涨幅，这足以说明当前各手机厂商对存储芯片库存争夺的激烈程度。 在这一背景下，三星DS部门已经直接放弃对三星行动体验（MX）部门的长期供货协议，转而实行季度 合约，以实现利润最大化。 存储这轮超级周期中，2025年初12GB LPDDR5X内存芯片单价约25-29美元，但年底其价格已攀升至70 美元。 据悉，目前苹果iPhone系列DRAM供应以三星为主，约占六成，其余由SK海力士与美光分摊；NAND则 由三星、SK海力士与铠侠为主要供应来 ...

Core Viewpoint - Micron Technology (MU.US) shares rose over 4% to $234.33 amid reports that Samsung Electronics has paused its October DDR5 DRAM contract pricing, leading other storage manufacturers like SK Hynix and Micron to follow suit, which is expected to disrupt the supply chain and delay pricing until mid-November [1] Group 1: Market Dynamics - Samsung's decision to halt contract pricing has resulted in a supply shortage, with the company informing downstream customers that there is "no stock available," causing DDR5 spot prices to surge by 25% within a week [1] - The fourth-quarter contract prices are not yet finalized, but it is anticipated that DDR5 prices will experience a "triple jump" increase of 30%-50% from Q4 this year to the first half of next year [1] - The supply strategy of the three major storage manufacturers is becoming increasingly stringent, with quotes only provided to long-term customers, indicating a shift to a seller's market in the storage sector [1] Group 2: Future Projections - It is projected that by the first half of 2026, the price for DDR5 16Gb could reach as high as $30 [1]