特斯拉生产计划变动导致三星2nm产线排期调整，韩国AI芯片企业DeepX的下一代NPU芯片DX-M2量产被迫推迟半年，预计2026年第三季度后才能开始测试。这凸显了半导体代工行业大客户优先的排产规则对小企业的影响。
博通CEO陈福阳预测，到2027年公司AI芯片收入将大幅超过1000亿美元，推动股价盘后涨超5%。他表示，大客户定制芯片需求强劲回升，且供应链已获保障。
台积电2025年第三季度营收达9899.2亿新台币（约324.7亿美元），同比增长30%，超出市场预期。业绩增长主要受益于人工智能应用需求强劲，尤其是Nvidia和苹果等大客户的订单推动。
OpenAI与博通达成战略合作，共同设计并量产自研AI芯片，以降低对英伟达的依赖。博通CEO透露，已获得第四个定制AI芯片大客户，订单价值高达100亿美元。
服务公司的强大客户门户，由AI构建。
Anthropic
$7
Input tokens/M
$35
Output tokens/M
200
Context Length
$1.75
$8.75
Openai
$1.05
$4.2
128
Google
-
$21
$105
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