Core Insights - Apple is expanding its U.S. manufacturing footprint by producing Mac minis in Houston, which will create thousands of jobs [1][11] - The company is opening a 20,000-square-foot Advanced Manufacturing Center in Houston for workforce training, reflecting its commitment to increase U.S. manufacturing [2] - The expansion includes the assembly of servers and logic boards at the new factory, which will be deployed across Apple's U.S. data center network [3] Manufacturing Expansion - The Houston expansion will effectively double the size of Apple's campus and increase production of advanced AI servers [1] - Apple has sourced over 20 billion U.S.-made chips from 24 factories across 12 states, collaborating with suppliers like TSMC and Broadcom [8] - The company plans to purchase over 100 million advanced chips from TSMC's Arizona facility by 2026 [8] Strategic Focus - The expansion aligns with a broader industry trend of increasing domestic AI infrastructure capacity and reassessing overseas supply chain exposure [6] - Apple has also expanded its Apple Manufacturing Academy in Detroit to provide training in AI and smart manufacturing to U.S. businesses [9] - The increased U.S.-based production of advanced chips and AI servers indicates Apple's growing reliance on domestic facilities for its operations [13]

今天是 2 月 25 日 农历正月初九 今天是开工第一天 人已经在工位上了 魂还在过年 怎么感觉这假期 放完了跟没放似的 下面是今天的其他大新闻 微信可快速查找图片包含的聊天 （ IT 之家）2 月 25 日消息，微信派官方今日发文，介绍了近期新上线的两项新功能。除了" 面对面收照片和文件 "功能，还 有一项帮助用户快速查找图片流向的功能。 对于" 面对面收照片和文件 "功能，用户可以在微信首页点击右上角的「 + 」再点击「 扫一扫 」，然后依次点击「 我的二维 码-面对面收照片和文件 」，此时对方扫描二维码即可发送相关文件。 有网友表示，实测下来，这一功能必须要打开 WLAN 才能使用，传输速度比较快，100 多M的视频几秒钟就传完了，适合面 对面分享大内存文件。 ：记性不好的人有救了。 库克宣布 Macmini 首次在美生产 （ 新浪科技）2 月 24 日，苹果 CEO 蒂姆 · 库克在社交平台发文称，作为公司 6000 亿美元投资计划的一部分，Mac mini 将于 今年晚些时候首次在美国生产。 据媒体报道，这是自 2013 年 Mac Pro 在美国本土生产失利后，苹果又一次将核心硬件生产线迁回美国的 ...

苹果3月4号要在纽约、伦敦、上海同步搞一场新品体验活动。虽然没说具体要发啥，但基本大差不差，iPhone 17e真的要来了！ 不过，随着发布日越来越近，网上关于这手机的爆料也是一波接一波。看完这些爆料，我只想说一句，库克这"刀法"，真是越来越精湛了！ 首先咱们来聊聊大家最在意的长相问题。之前网上吵得沸沸扬扬，有人说这次iPhone 17e要用上iPhone 17同款的"灵动岛"。 我当时听了还挺激动，心想苹果这次终于良心发现了？结果呢？现实给了我一记响亮的耳光。 根据目前供应链那边传出来的靠谱消息，iPhone 17e基本上确认延续了前代的模具，也就是咱们看了好几年、那个标志性的刘海屏！ 对，你没看错，这次依然还是刘海，灵动岛那是尊贵的iPhone 17标准版和Pro版才能享受的待遇。 苹果这招玩得是真溜，就靠这一个刘海，轻轻松松就把"阶级"给划分出来了。 你想体验新的交互？想看着岛上灵动地弹窗？得加钱上高配！ 这波操作被网友们戏称为"库克刀法"，真的一点都不夸张，精准切割，绝不浪费一滴成本。 不过好在外表看起来像是"吃老本"，但内在苹果还是比较靠谱的，这次iPhone 17e最大的升级，就是会直接搭载最新的 ...

证券研究报告 | 公司深度报告 2026 年 02 月 25 日 大族激光（002008.SZ） 苹果创新加速+算力 PCB 扩产，激光龙头迎接新一轮高成长 TMT 及中小盘/电子 招商电子团队深度跟踪过大族历史上五轮向上期，我们判断公司正进入新一轮 AI 端侧与算力共振的向上周期：1）AI 端侧：苹果 26-27 年 AI 硬件加速创新， 公司消费电子业务不仅受益于散热/光学等创新，更重要是望在 3D 打印赛道成 为领导者；2）算力：PCB 机械钻孔设备需求旺盛且盈利提升明显，超快钻孔 实现 0-1 突破打开新成长空间；3）其他业务：新能源/半导体/通用等总体稳中 向好，商业航天等新兴行业拓展下游应用领域。考虑到公司再迎新一轮向上周 期，业绩有超预期潜力，且估值向上弹性大，维持"强烈推荐"投资评级。 强烈推荐（维持） 当前股价：63.38 元 基础数据 | 总股本（百万股） | 1030 | | --- | --- | | 已上市流通股（百万股） | 957 | | 总市值（十亿元） | 65.3 | | 流通市值（十亿元） | 60.6 | | 每股净资产（MRQ） | 16.5 | | ROE（TTM） ...

Core Viewpoint - Apple's annual shareholder meeting highlighted CEO Tim Cook's approved salary of $74.3 million for the fiscal year 2025, equivalent to approximately 510 million RMB, raising discussions about executive compensation and performance alignment [1][2]. Compensation Breakdown - Tim Cook's compensation consists of four main components: a base salary of $3 million, stock awards valued at $57.5 million, a performance cash bonus of $12 million, and other compensation totaling $176,000 [2][3]. - The base salary has remained unchanged since 2016, representing a small portion of the total compensation [2]. - Stock awards account for over 77% of the total compensation, designed to align Cook's interests with Apple's long-term performance [3]. - The performance cash bonus is contingent on Apple's annual revenue and profit targets, emphasizing a pay-for-performance structure [3]. Board of Directors - Two aging board members, Art Levinson and Ron Sugar, were granted exceptions to remain on the board despite reaching the retirement age of 75, reflecting Apple's cautious approach during a critical transition period [6]. - The decision to retain experienced board members aims to stabilize leadership amid challenges such as AI lag and increased competition in the Chinese market [6]. - The potential successor to Cook, John Ternus, is noted for his hardware expertise but lacks the broader vision and experience that Cook possesses, raising concerns about the future leadership transition [9].

相比手机内存，PC内存的涨幅或将更猛。集邦咨询认为，PC DRAM方面，DDR4和DDR5价格在2026年 第一季度环比增长105%~110%。 相比内存，闪存的涨幅将相对较小。集邦咨询称，NAND Flash总体在2026年第一季度将环比增长 55%~60%。 存储价格的持续上涨，且上涨势头不减，这也给消费电子大厂带来压力。据韩国媒体1月底报道，韩国 两家存储芯片供应商三星和SK海力士已经完成与苹果的谈判，将大幅上调2026年一季度供应给苹果 iPhone低功耗DRAM（LPDDR）的价格。其中，三星报价较前一季度涨幅超过80%，SK海力士给出的 涨幅接近100%。 曾经车规级芯片的涨价缺货潮，令大量国产芯片有机会接受车规级认证，从而打入汽车市场。而这一波 存储芯片涨价潮，历史还会再次上演吗？ 2025年下半年以来，存储芯片持续涨价，这也令手机厂商承压。有消息称，苹果正在评估引入中国存储 厂商长江存储与长鑫存储，以满足存储供应的潜在需求。 存储芯片主要分为内存和闪存。长鑫存储为国内头部DRAM（内存）厂商，而长江存储为国内头部 NAND Flash（闪存）厂商。 存储涨价，手机厂商压力骤增 据"CFM闪存市 ...

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从市场份额来看，当周华为以18.3%的市场份额登顶，苹果紧随其后，市场份额为18.2%。OPPO （16.3%，含一加 2.8%；真我 1.3%）、vivo（16.3%，含iQOO 4.8%）、小米（14.1%）、荣耀 （12.8%） 分居第3至第6名。 子品牌方面，REDMI K90约110.5万，REDMI K90 Pro Max约37.05万 ，REDMI Turbo 5系列 约32.06万； iQOO 15约75.63万，iQOO 15 Ultra约1.48万，iQOO Neo 11约60.97万，iQOO Z11 Turbo约15.37万；一加 15约37.01万，一加 Ace 6约53.3万，一加 Ace 6T约32.69万。 作为参考，iPhone 17系列的累计销量约2093.27万。 2月25日，科技博主@RD 观测 发布的数据显示，截至2026年第六周（2月8日），小米 17系列销量 （Sell out）约350.46万，其中小米 17 Ultra约14.49万；华为 Mate 80系列约311.05万；vivo X300 系列约 145.44万；OPPO Find X9系列约116.77 ...

"The educators recognized this year demonstrate a consistent commitment to student achievement and measurable growth,†said Alicia Winckler, CEO of Golden Apple. "By modeling excellence in the classroom, they help students build the persistence and critical thinking required for long-term academic success.†The selected 2026 Golden Apple Award recipients will be surprised in the spring. Northwestern University generously provides a spring sabbatical to award recipients at no cost. Each recipient receives a ...

ATLANTA--(BUSINESS WIRE)--Maxio announces Apple Pay support within Maxio Payments, enabling businesses to collect payment faster and more securely. ...