AI热潮冲击供应链，英伟达登顶台积电第一大客户，苹果拟寻求芯片代工替代方案_老虎社区_美港股上老虎

AI热潮冲击供应链，英伟达登顶台积电第一大客户，苹果拟寻求芯片代工替代方案

TechWeb02-03

【TechWeb】据媒体报道，受人工智能浪潮推动的行业需求影响，苹果正在考虑调整其供应链策略。知情人士透露，公司正在评估将部分低端处理器的生产从台积电转移至其他芯片制造商的可能性，但目前尚未披露具体的候选供应商名单。当前，OpenAI、谷歌、Meta和微软等科技巨头正持续加码对AI基础设施的投入，这一趋势导致DRAM与NAND闪存的供应日趋紧张。与此同时，英伟达已超越苹果，跃升为台积电的第一大客户...

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