芯片之王:当苹果在AI时代失去台积电的“特权”

新浪财经
Jan 17

去年8月, 台积电 董事长魏哲家亲访 苹果 总部,带去了一个令库克难以接受的消息:苹果必须接受数年来幅度最大的一次代工价格上调。面对台积电不断增强的定价权,苹果CEO库克及其团队最终不得不妥协。这一场景揭示了 半导体 行业权力格局的历史性转变。作为台积电长期的核心客户,苹果的市场主导地位正面临前所未有的挑战。随着 人工智能 掀起新一波技术浪潮, 英伟达 、AMD等科技巨头对 GPU 的需求呈现...

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