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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。
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Given its auspicious position on the Atlantic coastline, Morocco has been the main source of Gelidium for at least two decades, and demand for bacteriological agar continues to grow. Yearly global consumption increased from 250 tons to 700 tons between 1993 and 2018, and is currently estimated at around 1,200-1,800 tons per year, according to Pelayo Cobos, commercial director of Europe’s largest producer of agar, Roko Agar.
Alison Francisand
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