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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After my doctor recommended I try a light therapy box to help mitigate the effects of the sometimes short, gloomy days, I found the Carex Day-Light Elite lamp which, despite the company not advertising this fact, works perfectly with a standard 100mm VESA mount. It’s mounted to the desk with an adjustable Ergounion E6 monitor mount with extension arm. During the day, when it’s not pointed at me, it’s pointed at the ceiling. Even at 50% intensity, the reflected cool white light really brightens the space.
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