独家地位不稳！苹果正考虑台积电以外芯片供应商_老虎社区_美港股上老虎

独家地位不稳！苹果正考虑台积电以外芯片供应商

21ic电子网02-03

当前，OpenAI、谷歌、Meta 和微软等公司正持续加码AI基础设施投入，导致DRAM与NAND内存供应趋紧。与此同时，英伟达已超越苹果，成为台积电的第一大客户。AI相关需求的快速增长，正在重塑半导体行业的竞争格局，并削弱苹果对供应链的议价能力。《华尔街日报》援引供应链消息人士称，三星和SK海力士均已凭借其市场地位，要求苹果为RAM芯片支付更高价格。面临成本上涨的压力，苹果正为其低端处理器寻找...

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