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。
"There'd be just less competition," says Tom Harrington, a TV analyst from Enders. "The ability there would be to charge a bit more."
，这一点在夫子中也有详细论述
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17:20, 3 марта 2026Спорт。WPS官方版本下载对此有专业解读