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。
Schaeffler is hoping to use robots in its own factories – for example, to load freshly made parts from conveyor belts into washing machines, prior to packaging them for shipment. "We are already experiencing a labour shortage," says Kehr. I ask whether humans who currently are doing this task will be retrained for other roles in the factory and Kehr says, "Absolutely."
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"And God called the light Day, and the darkness he called Night. And the evening and the morning were the first day."