During its Unpacked event today, Samsung announced three new Galaxy S-series phones as well as the latest generation of its earbuds, the Galaxy Buds 4 and Galaxy Buds 4 Pro. Pre-orders are now open and the new devices are set to ship March 11. As expected, this year’s models aren’t drastically different from last year’s, but all the phones are equipped to better handle the Galaxy AI experiences such as Now Nudge that offers suggestions based on your activities and a more conversational assitant in Bixby (or Gemini or Perplexity depending on your preferance).
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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。