CXMT 拒售 DDR5、报价齐平三大原厂：「倾销论」再遭反驳
核心主张
CXMT 拒绝向台湾服务器厂出售 DDR5，对苹果的报价也与三大原厂持平，无意低价倾销。
两个独立信源：台湾服务器制造商求购 DDR5 被拒，且被明确告知 CXMT 不做无差别降价；苹果询价发现其价格与三大原厂相同。CXMT 的策略是维持高价，而不是倾销。
要点
拒售案例
台湾服务器制造商求购 DDR5 被 CXMT 拒绝。
定价证据
苹果询价：与三大原厂同价，无降价意愿。
定性对比
不同于太阳能/电池行业的无差别倾销模式。
金句
CXMT declined to sell to them
CXMT 拒绝向其出售。
its memory was just as expensive as that of the three major suppliers
其存储价格与三大原厂一样贵。
CXMT had no intention of lowering its prices
CXMT 没有降价的意思。
后续观察
- CXMT 合约价与现货价走势
- DDR5 供给格局变化
This is another rebuttal to claims that CXMT will dump memory at rock-bottom prices.
According to Taiwanese media reports, a Taiwanese server manufacturer held discussions with CXMT about purchasing DDR5, but CXMT declined to sell to them. The manufacturer said CXMT is different from the typical Chinese companies that have indiscriminately slashed prices and flooded markets with supply across industries such as solar and batteries.
A veteran industry analyst also told Taiwanese media that Apple had approached CXMT for pricing, only to find that its memory was just as expensive as that of the three major suppliers—and that CXMT had no intention of lowering its prices.