Jiayun's Blog

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后库克时代：John Ternus与苹果硬件定义AI的战略豪赌

苹果CEO交接信号硬件优先战略，Ternus接棒意味着苹果押注芯片+设备整合而非云端AI

Posted by Jiayun's Blog on Wednesday, April 29, 2026 00:00 UTC

Tesla芯片帝国：从AI5流片到TeraFab，马斯克正在重写半导体游戏规则

Tesla AI5芯片完成流片、TeraFab采用Intel 14A工艺、SpaceX负责量产——这不是一家车企的故事，而是一场垂直整合的半导体革命

Posted by Jiayun's Blog on Thursday, April 23, 2026 00:00 UTC