泡沫还不破灭吗_老虎社区_美港股上老虎 - 老虎社区

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元加涨
01-23

泡沫还不破灭吗

黄仁勋透露：英伟达已取代苹果，成为台积电最大客户

人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。

黄仁勋透露：英伟达已取代苹果，成为台积电最大客户

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17:58","market":"hk","language":"zh","title":"黄仁勋透露：英伟达已取代苹果，成为台积电最大客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2605046989","media":"华尔街见闻","summary":"人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。","content":"<html><head></head><body><blockquote><p>人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。</p></blockquote><p>人工智能浪潮正在重塑全球半导体供应链的版图。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋近日透露，得益于对AI处理器的爆炸性需求，公司已取代<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，成为<a href=\"https://laohu8.com/S/TSM\">台积电</a>当前最大的客户。</p><p>这一消息来自黄仁勋近期接受全球半导体联盟首席执行官Jodi Shelton采访时的表态。他在一档播客节目中提及，回顾当年对台积电创始人张忠谋许下的承诺，英伟达目前已确立了其作为台积电最大收入来源的地位，结束了苹果长期占据这一榜首的历史。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32a0bb38413573e9e84c78941eb2232\" tg-width=\"1024\" tg-height=\"431\"/></p><p><strong>此次排位更迭凸显了企业级AI资本支出对上游晶圆代工产能的强劲拉动作用。</strong>虽然苹果依靠iPhone和Mac等消费电子产品维持高销量，但企业客户为获取AI算力不惜投入巨资抢购GPU，这种企业级市场对价格极不敏感的需求模式正在压倒消费电子市场的传统订单规模，推动英伟达营收飙升。</p><p>随着产能向AI芯片倾斜，市场传言台积电可能正对苹果提价。据媒体报道，由于AI需求挤压了其他半导体的生产空间，苹果不仅面临成本上升的压力，其在台积电的生产优先级也可能受到挑战，这表明供应链的话语权正随着终端需求的变化而转移。</p><h2 id=\"id_3181033889\">重回榜首</h2><p>在“A Bit Personal with Jodi Shelton”播客的首期节目中，Shelton询问黄仁勋早年自信心的来源，并回忆起台积电创始人张忠谋曾提到的故事：黄仁勋在初次见面时就豪言要成为台积电最大客户，当时张忠谋认为这非常有魄力。对此，黄仁勋在采访中回应称，“顺便说一句，忠谋会很高兴知道英伟达现在是台积电最大的客户。”</p><p>这并非英伟达首次占据这一位置。在21世纪初，该公司曾是台积电的头号客户。然而，进入2010年代后，随着<a href=\"https://laohu8.com/S/INTC\">英特尔</a>错失与苹果的合作机会，台积电承接了iPhone和iPad处理器的制造订单。随着iPhone全球市场份额超越<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，苹果在很长一段时间内稳居台积电第一大客户的宝座，直到此次被AI浪潮推升的英伟达反超。</p><h2 id=\"id_3426756819\">企业级支出的胜利</h2><p>英伟达重夺榜首反映了半导体终端市场的深刻变化。尽管苹果的智能手机、平板电脑以及Mac产品线凭借Apple Silicon芯片仍驱动着创纪录的销售额，但AI热潮带来的GPU需求呈现出完全不同的增长逻辑。</p><p><strong>企业客户愿意向英伟达支付数十亿美元以获取尽可能多的AI处理器，这种需求主要受算力竞赛驱动，价格敏感度极低。</strong>相比之下，消费电子领域的消费者存在明显的价格上限，一旦智能手机或笔记本电脑定价过高，用户便会转向其他品牌。</p><p>目前，科技公司正投入巨资收购成千上万个GPU来训练最先进的模型，只要企业认为增加算力能带来更多利润，英伟达就能在这一几乎被其垄断的市场上持续获得巨额收入。</p><h2 id=\"id_4262040862\">产能挤压与潜在风险</h2><p>这种需求的剧烈转变可能正在改变台积电的定价策略。据WCCFTech援引微博科技爆料账号Fixed Focus Digital的消息，由于AI需求挤压了其他半导体的产能，台积电正在提高对苹果芯片的收费。</p><p>此外，传言称苹果可能不再享有生产优先级。尽管这目前仅是市场猜测且相关合同信息通常保密，但这反映了供应链内部因AI需求爆发而产生的资源分配紧张。</p><p>值得注意的是，<strong>英伟达当前的成功与AI市场的炒作高度绑定。如果AI泡沫破裂，导致大量已<a href=\"https://laohu8.com/S/01630\">建成</a>的AI数据中心闲置且缺乏客户，需求将迅速回落。届时，业务模式更为稳健的苹果有望重新夺回台积电第一大客户的位置。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=https://wallstreetcn.com/articles/3763928><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。人工智能浪潮正在重塑全球半导体供应链的版图。英伟达首席执行官黄仁勋近日透露，得益于对AI处理器的爆炸性需求，公司已取代苹果，成为台积电当前最大的客户。这一消息来自黄仁勋近期接受全球半导体联盟首席执行官Jodi Shelton采访时的表态。他在一档播客节目中...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763928\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e32a0bb38413573e9e84c78941eb2232","relate_stocks":{"BK4566":"资本集团","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A 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(EUR) ACC A","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4567":"ESG概念"},"source_url":"https://wallstreetcn.com/articles/3763928","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605046989","content_text":"人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。人工智能浪潮正在重塑全球半导体供应链的版图。英伟达首席执行官黄仁勋近日透露，得益于对AI处理器的爆炸性需求，公司已取代苹果，成为台积电当前最大的客户。这一消息来自黄仁勋近期接受全球半导体联盟首席执行官Jodi Shelton采访时的表态。他在一档播客节目中提及，回顾当年对台积电创始人张忠谋许下的承诺，英伟达目前已确立了其作为台积电最大收入来源的地位，结束了苹果长期占据这一榜首的历史。此次排位更迭凸显了企业级AI资本支出对上游晶圆代工产能的强劲拉动作用。虽然苹果依靠iPhone和Mac等消费电子产品维持高销量，但企业客户为获取AI算力不惜投入巨资抢购GPU，这种企业级市场对价格极不敏感的需求模式正在压倒消费电子市场的传统订单规模，推动英伟达营收飙升。随着产能向AI芯片倾斜，市场传言台积电可能正对苹果提价。据媒体报道，由于AI需求挤压了其他半导体的生产空间，苹果不仅面临成本上升的压力，其在台积电的生产优先级也可能受到挑战，这表明供应链的话语权正随着终端需求的变化而转移。重回榜首在“A Bit Personal with Jodi Shelton”播客的首期节目中，Shelton询问黄仁勋早年自信心的来源，并回忆起台积电创始人张忠谋曾提到的故事：黄仁勋在初次见面时就豪言要成为台积电最大客户，当时张忠谋认为这非常有魄力。对此，黄仁勋在采访中回应称，“顺便说一句，忠谋会很高兴知道英伟达现在是台积电最大的客户。”这并非英伟达首次占据这一位置。在21世纪初，该公司曾是台积电的头号客户。然而，进入2010年代后，随着英特尔错失与苹果的合作机会，台积电承接了iPhone和iPad处理器的制造订单。随着iPhone全球市场份额超越三星，苹果在很长一段时间内稳居台积电第一大客户的宝座，直到此次被AI浪潮推升的英伟达反超。企业级支出的胜利英伟达重夺榜首反映了半导体终端市场的深刻变化。尽管苹果的智能手机、平板电脑以及Mac产品线凭借Apple Silicon芯片仍驱动着创纪录的销售额，但AI热潮带来的GPU需求呈现出完全不同的增长逻辑。企业客户愿意向英伟达支付数十亿美元以获取尽可能多的AI处理器，这种需求主要受算力竞赛驱动，价格敏感度极低。相比之下，消费电子领域的消费者存在明显的价格上限，一旦智能手机或笔记本电脑定价过高，用户便会转向其他品牌。目前，科技公司正投入巨资收购成千上万个GPU来训练最先进的模型，只要企业认为增加算力能带来更多利润，英伟达就能在这一几乎被其垄断的市场上持续获得巨额收入。产能挤压与潜在风险这种需求的剧烈转变可能正在改变台积电的定价策略。据WCCFTech援引微博科技爆料账号Fixed Focus Digital的消息，由于AI需求挤压了其他半导体的产能，台积电正在提高对苹果芯片的收费。此外，传言称苹果可能不再享有生产优先级。尽管这目前仅是市场猜测且相关合同信息通常保密，但这反映了供应链内部因AI需求爆发而产生的资源分配紧张。值得注意的是，英伟达当前的成功与AI市场的炒作高度绑定。如果AI泡沫破裂，导致大量已建成的AI数据中心闲置且缺乏客户，需求将迅速回落。届时，业务模式更为稳健的苹果有望重新夺回台积电第一大客户的位置。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":144,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}