台积电的客户权力版图,正经历地震级重构。据外媒爆料,这家芯片代工巨头的最大金主悄然易主,英伟达以近13%的营收占比取代苹果登顶,而昔日“特权客户”苹果,不仅失去产能优先权,更面临史上最大幅度涨价压力。台积电董事长魏哲家近期亲赴苹果总部谈判,提出的价格涨幅远超以往。尽管涨价面向所有客户,但苹果首当其冲,即将搭载于iPhone 18系列的A20芯片单颗成本或飙至280美元,较上一代暴涨40%。涨价的...
Source Link台积电的客户权力版图,正经历地震级重构。据外媒爆料,这家芯片代工巨头的最大金主悄然易主,英伟达以近13%的营收占比取代苹果登顶,而昔日“特权客户”苹果,不仅失去产能优先权,更面临史上最大幅度涨价压力。台积电董事长魏哲家近期亲赴苹果总部谈判,提出的价格涨幅远超以往。尽管涨价面向所有客户,但苹果首当其冲,即将搭载于iPhone 18系列的A20芯片单颗成本或飙至280美元,较上一代暴涨40%。涨价的...
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