---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42274866.md"
description: "These two things are not the same at all.Because Apple represents the carbon-based side — human consumers like you and me. The main profit battlefield in this round of memory has long since shifted from the carbon-based side to the "silicon-based" side — AI factories, AI servers, and GPUs.The fact that Apple can't withstand the price increase doesn't prove the memory chain is about to collapse; on the contrary, it proves this shift has already happened: major memory manufacturers would rather prioritize selling to AI than sell cheaply to Apple.$Micron Tech(MU.US)$Apple(AAPL.US)$XL2CSOPHYNIX(07709.HK)"
datetime: "2026-06-29T08:17:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42274866.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42274866.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42274866.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# These two things are not the same at all.Because A…


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