苹果公布2026财年Q3财报，营收1094亿美元同比增16%，净利润298亿美元增27%。CEO库克最后一次出席分析师电话会议，宣布交接顺利，候任CEO特努斯将于9月1日上任。库克罕见警告内存与台积电供应链风险，但同时指出服务业务和中国市场存在挑战。
OpenAI已部署AMD Helios GPU机架，并合作开发下一代MI500系列AI芯片。该芯片预计2027年推出，采用台积电2nm制程、CDNA6架构与HBM4E内存，计划实现四年千倍性能跃升，内存带宽再创新高。
Meta 正加速推进自研AI芯片计划，与博通、台积电合作开发代号“Iris”的处理器，预计2026年9月量产。该芯片为MTIA项目核心，已通过初期测试，旨在优化平台推荐与生成式算法，降低数据中心成本，逐步摆脱对第三方GPU的依赖。
人工智能浪潮下，新一代DDR5内存严重断货。Meta联合台积电、美光等开发出过渡方案，让仅支持DDR5的AI服务器能稳定运行DDR4内存。这套“缝合怪”系统实测稳定性出众，有效避免数据中心建设受阻。
Openai
$7.7
Input tokens/M
$30.8
Output tokens/M
200
Context Length
$8.75
$70
400
Baidu
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