黄仁勋霸气宣言：NVIDIA已是台积电最大客户，碾压苹果

PConline太平洋...01-23

在最近一期名为“A Bit Personal with...”的播客中，NVIDIA CEO黄仁勋那标志性的皮衣造型再次出现，但这次他带来的不是新卡发布，而是赤裸裸的自信宣言。当主持人问及他为何在商业谈判中总是那么强势时，黄仁勋笑着回应：“我知道一切……开玩笑的。”紧接着，他话锋一转，直指核心：“顺便说一句，Morris（张忠谋）会很高兴知道，NVIDIA现在是台积电最大的客户了。”这句话掷地有声...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123112711a44c6900&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近一期名为“A Bit Personal with...”的播客中，NVIDIA CEO黄仁勋那标志性的皮衣造型再次出现，但这次他带来的不是新卡发布，而是赤裸裸的自信宣言。当主持人问及他为何在商业谈判中总是那么强势时，黄仁勋笑着回应：“我知道一切……开玩笑的。”紧接着，他话锋一转，直指核心：“顺便说一句，Morris（张忠谋）会很高兴知道，NVIDIA现在是台积电最大的客户了。”这句话掷地有声...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123112711a44c6900&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868837722.USD","symbol_name":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) 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Apple","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVDU":0.6,"TSM":1.96,"NVDW":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVD":0.6,"DIPS":0.6,"MACW.SI":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDQ":0.6,"NVII":0.6,"NVDA":1.98,"SNVD.UK":0.6,"NVDX":0.6,"NVDS":0.6,"3NVD.UK":0.6,"03145":0.6,"NVDG":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6},"content_text":"在最近一期名为“A Bit Personal with...”的播客中，NVIDIA CEO黄仁勋那标志性的皮衣造型再次出现，但这次他带来的不是新卡发布，而是赤裸裸的自信宣言。当主持人问及他为何在商业谈判中总是那么强势时，黄仁勋笑着回应：“我知道一切……开玩笑的。”紧接着，他话锋一转，直指核心：“顺便说一句，Morris（张忠谋）会很高兴知道，NVIDIA现在是台积电最大的客户了。”这句话掷地有声，直接点明了一个行业巨变的事实。曾经，台积电的头号客户是苹果，那可是长期占据营收25%甚至更高的超级巨头。但如今，风水轮流转，NVIDIA凭借AI热潮异军突起，一举登顶。这不仅仅是黄仁勋的个人炫耀，更是整个半导体供应链重心从消费电子向AI计算彻底倾斜的铁证。硬件爱好者们听到这里，恐怕心里已经在狂欢：绿队终于用实力说话，AI时代，NVIDIA就是王者！狂潮推动NVIDIA登顶为什么NVIDIA能后来居上？答案就在那汹涌澎湃的AI需求浪潮中。数据不会说谎：NVIDIA如今占据台积电总营收近13%，稳坐头把交椅。这背后，是Blackwell、Hopper等AI加速器芯片的疯狂订单。企业级AI训练和推理市场爆炸式增长，每一家云巨头、每一家超大规模数据中心都在抢购NVIDIA的GPU。台积电的先进制程产能，尤其是CoWoS封装和最前沿节点，几乎被NVIDIA的订单塞得满满当当。对比之下，苹果虽然仍是巨无霸，但其占比已从巅峰时期的25%下滑，消费电子市场的增长节奏显然跟不上AI的狂飙突进。黄仁勋的这句话，不只是对老朋友张忠谋的“汇报”，更是向整个行业宣告：AI计算才是当下半导体真正的驱动力。DIY玩家和超频爱好者最清楚，NVIDIA的CUDA生态、RTX的光追革命，如今又进化到GB200这样的怪物级AI平台，这股势头，谁能挡得住？苹果优先权旁落，台积电态度强硬消息人士爆料，台积电对苹果的态度正在发生微妙却决定性的转变。过去，苹果几乎享有“VIP通道”待遇，最先进的制程节点总是优先供应给A系列和M系列芯片。但现在，一切都变了。据传，台积电CEO魏哲家亲自带队飞赴苹果总部，提出的不是友好协商，而是近年来最大幅度的涨价要求。这信号再明显不过：苹果不再是那个可以随意优先占产能的金主了。更硬核的传闻是，台积电已经在实际生产调度中，将苹果的部分订单置于次要位置。原因很简单，NVIDIA的订单不仅量大，而且利润更高、付款更痛快。AI芯片的单价和毛利远超手机SoC，台积电作为纯代工巨头，自然会向收益更高的方向倾斜。这对苹果来说无疑是警钟长鸣，曾经的“制程优先权”正在悄然流失，供应链话语权开始动摇。2nm制程争夺战：NVIDIA隐占上风最激动人心的战场，无疑是即将量产的2nm节点。NVIDIA和苹果都对这块顶级产能虎视眈眈。传闻中，苹果已经提前锁定了大约一半的2nm初始产能，主要用于下一代iPhone和iPad的A20/A20 Pro应用处理器。这听起来仍很强势，但别忘了，剩余产能的争夺中，NVIDIA显然更有优势。服务器芯片对制程和封装的要求极端苛刻，NVIDIA的订单不仅体量惊人，而且技术挑战更高。台积电自然愿意把最好的资源留给能带来长期高回报的客户。黄仁勋的自信，正是源于此——他知道，在这场2nm大战中，NVIDIA已经手握更多筹码。硬件发烧友们可以想象一下：未来Blackwell后续或Rubin架构的超级芯片，将率先用上最纯正的2nm工艺，那性能跃升，将是何等恐怖？苹果的AI突围：Baltra项目曝光苹果当然不会坐以待毙。爆料显示，苹果正在秘密推进一个代号“Baltra”的专用AI推理GPU项目，采用台积电3nm增强版（N3E或N3P）制程。这颗芯片专注于推理任务，目标直指数据中心和服务器市场，显然是苹果试图在AI硬件领域扳回一城的反击。不过，目前Baltra距离正式发布还很遥远，短期内难以撼动NVIDIA的霸主地位。苹果在AI芯片上的积累，更多还是集中在客户端设备（如Neural Engine），真正进入企业级训练和推理市场，仍需跨越巨大技术鸿沟。相比NVIDIA成熟的生态和海量订单，苹果的这场追赶战，注定充满艰辛。行业巨变：AI重塑半导体格局黄仁勋的这番宣言，表面是个人自信，实则是AI时代半导体产业链的深刻重塑。台积电作为全球最先进代工工厂，其产能分配直接决定未来几年科技巨头的胜负。NVIDIA的崛起，证明了AI计算正在成为新石油，谁掌握了算力，谁就掌握了未来。对DIY硬件爱好者和科技发烧友来说，这是一个最好的时代：NVIDIA的强势，将推动GPU性能持续狂飙，AI应用百花齐放。而苹果的压力，或许会逼迫其在未来产品中带来更多惊喜。无论如何，半导体战场的硝烟正浓，下一张王牌，究竟花落谁家？我们拭目以待！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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