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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The depositions in the Clintons’ hometown of Chappaqua, a typically quiet hamlet north of New York City, come after months of tense back-and-forth between the former high-powered Democratic couple and the Republican-controlled House Oversight Committee as it investigates Epstein, who killed himself in a New York jail cell in 2019 while awaiting trial. It will be the first time that a former president has been forced to testify before Congress.