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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A recent report by The Wall Street Journal claimed that in 2025, some OpenAI employees flagged the account of the alleged shooter, Jesse Van Rootselaar, as containing potential warnings of committing real-world violence and called for leadership to notify law enforcement. Although Van Rootselaar's account was banned for policy violations, a company rep said that the account activity did not meet OpenAI's criteria for engaging the local police.
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