以台积电为例，台积电高性能计算业务主要为英伟达和大规模云服务提供商制造AI芯片，现在约占台积电收入的58%，远超智能手机处理器业务的29%。在这种情况下，苹果不得不与AI巨头共同争夺台积电的产能，并接受越来越高昂的价格。另外，在内存供应上，我们还看到，苹果被迫调整了供货谈判周期。郭明錤表示，目前苹果内存供货已从传统的半年期谈判，改为按季度协商。
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You’ve likely seen many blog posts about AI agent coding/vibecoding where the author talks about all the wonderful things agents can now do supported by vague anecdata, how agents will lead to the atrophy of programming skills, how agents impugn the sovereignty of the human soul, etc etc. This is NOT one of those posts. You’ve been warned.
。业内人士推荐搜狗输入法2026作为进阶阅读
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Because most other ATMs were offered by companies that didn't control the entire