IT之家 1 月 17 日消息,半导体记者蒂姆 · 库尔潘(Tim Culpan)于 1 月 15 日发布博文,报道称伴随着英伟达在 AI 领域的强势崛起,苹果在台积电的“头号客户”地位已岌岌可危。报告指出台积电首席执行官魏哲家于 2025 年 8 月造访苹果总部时,给库克带来了两大冲击:一是必须接受多年来最大幅度的涨价,二是苹果不再享有产能优先权。随着 AI 芯片需求井喷,英伟达和 AMD 的 ...
Source LinkIT之家 1 月 17 日消息,半导体记者蒂姆 · 库尔潘(Tim Culpan)于 1 月 15 日发布博文,报道称伴随着英伟达在 AI 领域的强势崛起,苹果在台积电的“头号客户”地位已岌岌可危。报告指出台积电首席执行官魏哲家于 2025 年 8 月造访苹果总部时,给库克带来了两大冲击:一是必须接受多年来最大幅度的涨价,二是苹果不再享有产能优先权。随着 AI 芯片需求井喷,英伟达和 AMD 的 ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.