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@jukan05: Today’s report from Tech Taiwan: Google reportedly told TSMC directly, “We want to become your direct major customer.” In other words, Goo...

@jukan05 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-15T13:08 抓取：2026-05-15 16:03
🔗 原文链接
行业 AI 半导体 动态
摘要

据Tech Taiwan报道，谷歌直接告知台积电希望成为其直接大客户，效仿苹果COT模式，绕过博通和联发科，改变半导体供应链格局。

客观事实
  • 谷歌向台积电提出成为直接大客户
  • 谷歌效仿苹果COT模式，绕过博通和联发科
Google TSMC Broadcom MediaTek

原文

Today’s report from Tech Taiwan:

Google reportedly told TSMC directly, “We want to become your direct major customer.”

In other words, Google’s ultimate goal appears to be following an Apple-style COT model, bypassing both Broadcom and MediaTek. https://t.co/mFlyEREg6l

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