美国制造难道不会增加_老虎社区_美港股上老虎 - 老虎社区

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周而复始滚滚红尘
02-24

美国制造难道不会增加成本吗？

库克兑现6000亿美元承诺：苹果加速休斯顿AI服务器生产，Mac mini将首次实现“美国制造”

苹果2月24日宣布，今年晚些将在休斯顿首次启动Mac mini美国制造，并扩大AI服务器产能。自去年承诺6000亿美元对美投资以来，苹果已从12州采购超200亿颗芯片，台积电、环球晶圆、艾克尔等供应链项目相继落地。

库克兑现6000亿美元承诺：苹果加速休斯顿AI服务器生产，Mac mini将首次实现“美国制造”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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href=\"https://laohu8.com/S/AVGO\">博通</a>及<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>。2026年，苹果预计将从台积电亚利桑那州工厂采购逾1亿颗先进芯片，较2025年大幅增长。</p>\n<p><strong>上游材料环节</strong>，环球晶圆在德克萨斯州谢尔曼启动40亿美元裸硅晶圆工厂生产，所产晶圆将按苹果要求供应给台积电、德州仪器等美国芯片制造合作伙伴。艾克尔则在苹果投资支持下，于亚利桑那州皮奥里亚动工建设70亿美元半导体先进封装与测试工厂，苹果将成为该厂首个也是最大客户。</p>\n<p><strong>终端产品零部件方面</strong>，<a href=\"https://laohu8.com/S/GLW\">康宁</a>位于肯塔基州哈罗兹堡的工厂已100%专用于生产全球发货的iPhone及Apple Watch盖板玻璃。苹果表示，今年年底前所有新款iPhone和Apple Watch均将搭载该州生产的盖板玻璃。</p>\n<h2>先进制造培训中心今年落地休斯顿</h2>\n<p><strong>除硬件生产外，苹果正加速布局先进制造人才培养。</strong>休斯顿园区将新增一座约2万平方英尺的先进制造培训中心，该设施目前在建，计划今年晚些时候正式开放。</p>\n<p>该中心将面向学生、供应商员工及各类规模美企提供实操培训，教学内容涵盖苹果产品实际生产中所采用的工艺流程。苹果表示，此举旨在助力美国制造商提升整体制造能力。</p>\n<p>在人才培养层面，苹果已在底特律设立苹果制造学院，迄今为逾130家美国中小制造商提供人工智能、自动化及智能制造方面的实操培训。该学院近期还推出线上虚拟课程，使全美各地企业均可按需获取由苹果专家与密歇根州立大学教师联合开发的培训内容。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://wallstreetcn.com/articles/3766075><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在去年宣布6000亿美元美国投资承诺后，苹果正加速推进本土制造战略落地。2月24日，苹果宣布将于今年晚些时候在休斯顿启动Mac mini生产，这将是该产品首次实现“美国制造”。新工厂将落户休斯顿园区，使园区面积翻倍，并创造数千个就业岗位。\n与此同时，苹果将同步扩大该厂的先进AI服务器产能。该业务自2025年启动以来已提前完成生产目标，所组装的服务器（含本地生产的逻辑板）已供应苹果在全美各地的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766075\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3766075","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613571439","content_text":"在去年宣布6000亿美元美国投资承诺后，苹果正加速推进本土制造战略落地。2月24日，苹果宣布将于今年晚些时候在休斯顿启动Mac mini生产，这将是该产品首次实现“美国制造”。新工厂将落户休斯顿园区，使园区面积翻倍，并创造数千个就业岗位。\n与此同时，苹果将同步扩大该厂的先进AI服务器产能。该业务自2025年启动以来已提前完成生产目标，所组装的服务器（含本地生产的逻辑板）已供应苹果在全美各地的数据中心。\n苹果CEO蒂姆·库克表示：\n\n“苹果对美国制造业的未来有着深厚承诺，我们很自豪能够大幅扩大在休斯顿的业务规模。我们已提前完成休斯顿AI服务器的出货目标，并将进一步加速推进这项工作。”\n\n6000亿美元承诺加速兑现，供应链本土化多点开花\n自去年宣布6000亿美元美国投资计划以来，苹果及其美国制造计划合作伙伴已达成多项里程碑。\n芯片采购方面，苹果已超额完成目标，从分布于12个州、共24家工厂采购逾200亿颗美国本土制造芯片，合作伙伴包括台积电、博通及德州仪器。2026年，苹果预计将从台积电亚利桑那州工厂采购逾1亿颗先进芯片，较2025年大幅增长。\n上游材料环节，环球晶圆在德克萨斯州谢尔曼启动40亿美元裸硅晶圆工厂生产，所产晶圆将按苹果要求供应给台积电、德州仪器等美国芯片制造合作伙伴。艾克尔则在苹果投资支持下，于亚利桑那州皮奥里亚动工建设70亿美元半导体先进封装与测试工厂，苹果将成为该厂首个也是最大客户。\n终端产品零部件方面，康宁位于肯塔基州哈罗兹堡的工厂已100%专用于生产全球发货的iPhone及Apple Watch盖板玻璃。苹果表示，今年年底前所有新款iPhone和Apple Watch均将搭载该州生产的盖板玻璃。\n先进制造培训中心今年落地休斯顿\n除硬件生产外，苹果正加速布局先进制造人才培养。休斯顿园区将新增一座约2万平方英尺的先进制造培训中心，该设施目前在建，计划今年晚些时候正式开放。\n该中心将面向学生、供应商员工及各类规模美企提供实操培训，教学内容涵盖苹果产品实际生产中所采用的工艺流程。苹果表示，此举旨在助力美国制造商提升整体制造能力。\n在人才培养层面，苹果已在底特律设立苹果制造学院，迄今为逾130家美国中小制造商提供人工智能、自动化及智能制造方面的实操培训。该学院近期还推出线上虚拟课程，使全美各地企业均可按需获取由苹果专家与密歇根州立大学教师联合开发的培训内容。","news_type":1,"symbols_score_info":{"AAPU":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPD":0.6,"AAPW":0.6,"AAPY":0.6,"AAPX":0.6,"AAPL":1.97,"AAPB":0.6}},"isVote":1,"tweetType":1,"viewCount":191,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}