The use of the word experience, rather than event or presentation, implies that Apple’s typical presentation format won't apply here. And CEO Tim Cook more or less confirmed this when he posted that the company had "a big week ahead," starting on Monday. Apple is most likely planning multiple days of product launches announced via press release on its Newsroom site, with the “experience” on Wednesday serving as a capper and a hands-on session for the media.
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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。