苹果冲AI，高层密访台积电。业界传出，苹果营运长威廉斯（Jeff Williams）日前低调来台拜访台积电（2330），台积电总裁魏哲家亲自接待，双方针对苹果发展自研AI芯片并将包下台积电先进制程产能生产相关芯片等事宜，为台积电接单增添强大动能。

面对记者询问，苹果没有立即回应。台积电则一贯不评论市场传闻与单一客户讯息，昨（19）日也不评论。

法人分析，苹果积极发展创新应用，背后需要更多半导体Zui新技术支持，先前已率先包下台积3纳米首批产能，若后续预定2纳米乃至更先进制程的首批产能，预估苹果贡献台积电年营收产值将稳步创高，今年有机会达新台币6,000亿元，创新高，长期挑战上兆元，写下新里程碑。

就数据中心投资，苹果财务长梅斯特里（Luca Maestri）日前于财报会议上直言，在该领域有自家的数据中心，也采用第三方，该模式效果良好，计画持续推进。他并提到，对生成式AI商机感到兴奋，过去五年公司已在相关研发投资逾1,000亿美元。

据了解，苹果除了用在iPhone的A系列处理器已与台积电合作多年，近年启动Apple silicon长期计画，打造出用于MacBook、iPad的M系列处理器，关键推手就是威廉斯，此次威廉斯来台针对苹果AI自研芯片与台积电洽谈新一波包产能与合作，格外引起业界关注。

M系列处理器顺利掀起市场旋风，苹果从2020年末起陆续将Mac系列产品线的英特尔处理器转换成自家M系列芯片，该成功模式使苹果能专注设计开发更具竞争力产品。目前则自行研发自家数据中心伺服器所需AI芯片，外传意在优化现行部分辉达架构数据中心芯片效能。

苹果已在AI伺服器端开始进军，以安谋（Arm）架构半客制化形式，打造自行研发的AI运算处理器，除了同样采用台积电先进制程量产之外，由于AI伺服器运算效能多寡将影响算力，届时将以台积电生产成本Zui高的SoIC先进封装制程打造，并以3D堆叠方式将处理器整合，但由于成本高昂，短期内苹果应没有扩增到终端设备的计画。

不过，因应生成式AI新技术蓬勃发展，除了云端运算需求大幅增加之外，终端设备也开始出现边缘运算需求，苹果顺应相关趋势，特别在以台积电3纳米制程打造的M4系统单芯片以小芯片（Chiplet）方式整合功能更为强大的神经网路引擎（Neural Network），虽然整合方式与前一代大同小异，但运算速度将可望是先前的一倍。

接下来苹果还将以研发代号Donan、Brava、Hidra等三种不同等级的M4处理器，全面搭上AI PC商机，预计今年下半年在台积电开始进入投片量产阶段，并由日月光投控封测。

82374 Stewart Warner Gauge Water Temperature 12V

82378 Stewart Warner Heavy-Duty Plus Fuel Level Gauge

82429 Braden Carco Gearmatic Brake Cylinder Assembly

824858300 John Deere / Timberjack End Yoke 350, 380 & 450 Skidder, Log

825508-5 Tyco Electronics Manual Hand Crimper Rev. 5

8285038 Fiat Allis Pump Assembly

8290B10 Asco Valve 2/2 NC 1 NPT BRNZ

82F4661311 Taylor Pressure Relief Valve 1/2” NPT-1 ½” NPT

83006014 Sauer Danfoss Hydraulic Pump

8378-955-301 ZF Parts Steering Cylinder

83CF68-4 Anderson Greenwood Crosby ¾” Relief Valve

840021300 John Deere / Timberjack P.T.O. Gear 208, 225, 230 Skidder, Log

840057500 John Deere Axle Shaft

840378700 John Deere Timberjack Yoke

840641600 John Deere Timberjack Gear Meritor # 3892F3906

840744700 John Deere / TimberJack Hub

840756200 John Deere Timberjack Gear

841059000 John Deere Timberjack Gear

8-4-1061 Dana Spicer End Yoke Series 9C/ 1820

841095 Dana Clark Off Highway Spider Assembly 68768

841198H01P Hydreco David Brown Hydraulics Valve

841450100 John Deere Timberjack Pin

84-1750-120 J. Jeb Preheater

841784200 John Deere Timberjack Shift Lever Assembly

8500XRN011RJ Bezares 8 Bolt HD Air 4 Bolt SAEC PTO

85024 Gabriel HD FleetLine Shock Absorber

85051 Gabriel Heavy Duty FleetLine Shock Absorber

85072 Gabriel HD Shock Absorber Fleetline 85 Series

850-ING Ecco Back Up Alarm 112dB, 12 to 36 VDC

850NYSM34148 Meritor Shaft with Yoke

851010-010VDC Parker Coil 25w 10vdc

8522310109 Behr Climate Unit

85304 Gabriel FleetLine Heavy Duty Shock Absorber

85315 Gabriel HD FleetLine Shock Absorber

8532K317 Eaton Cutler-Hammer Toggle Switch

85340 Gabriel HD Shock Absorber Fleetline 85 Series

8536SAG12 Nema 00 series B magnetic starter 120V coilO

8536-SB02 Starter NEMA SIZE 0, 120 Volt Coil 31041-400-42O

8536SB02 Starter Size 0 3p 120v Coil Used B10.2O

8536SB02 Starter Size 0 3p 120v Coil UsedO

8536SBG2 SZ 00 600V MAX, 120V COIL, .05 KVA TRANSFORMER USED

8536SBG2V81BCFF4P1T ENCLOSURE, 9070T50D1 .05KVA Transformer, Class RK5

8536SCA3V81CFF4P51P52TX11 NEMA 1 COMBINATION STARTERO

8536SCG3 STARTER, 600V MAX, 32A, R0638O

8536SCG3V81FF4T TYPE 1 ENCLOSURE, 8536SCO3S 600V, .05KVA 9070T50D1

8536SCG3V84CFF4P1TX10 Type 1 Enclosure, 8536SCO3S 600V NEMA 1, COMBO U

8536SCO3H20S NEMA SIZE 1 120V 60HzO

8536SCO3S NEMA SIZE 1 STARTER 600V & 120V COIL ~ USEDO

8536SCW13V81CFF4P1TX11 SIZE 0 TYPE S, AC MAGNETIC STARTERO

8536-SDO1S Starter 8536-SDO1S Ser.A, NEMA Size 2O

8536SE01 Ser A NEMA size 3O

8536SE01H20, SERIES SZ 3 Contactor 600V, COIL 31074-400-57 480V USED

8536-SEG1-S STARTER, 50 HP, 3 POLE, 600VAC, R0497O

8536SFO1H Size 4 Starter And Enclosure 120 Volt CoilO

8538SBA43V81FF4G5010H209T11X2 SIZE 0 FUSED 3R 120V COIL STARTER

8538SBG SIZE 0 FUSED TYPE 30A COMBINATION , NO STATER INSIDE

8538SBG11V02SY74 Size 0 Combination Starter *O

8538SBG12V02S 30A NEMA Size 0 Combination StarterO

8538SCA22 COMBINATION STARTER NO STATERO

8538SCA44V02G26H30SX11 COMBINATION STATER SZ1 9-27A 30A FUSE N3R N12

8538SWD16V81AFF4T STAINSTELL SIZE 2O

85402-05 12VDC S Parker Hydraulic Control Valve Assembly

8541K1X32T Eaton Electrical Rocker Switch

85HB5A130AA Ford Industrial Bar Cab Sprg RH SC8000

85HB5A131AA Ford Industrial Bar Cab Sprg LH SC8000

8605-955-103 ZF Hydraulic Pump Radial Piston

860604UX04 Sun Hydraulics Valve

8607-955-102 ZF Steering Pump

8609098 Phillips & Temro Oil Heater

86121M Nelson Muffler Assembly

8613.860 Rittal TS 8 Bracket/Earthquake Kit

86452174 Komatsu Mining Montabert V32 Hydraulic Hand Pump

865.33Top

8702SDG-2 Size 2 120/240V 60HZ StarterO

871462B001 Parker Hydraulic PT BDY1G3KG1.25OS

8736-SBO4 Reversing Starter 600V With 31041-400-42 Coil B 1.88 Heaters

8803-V23 Esco Super V Adapter

8819-03-1/2-30 Dynex Rivett Pressure Control Valve

8840050250 ZF - Wabco Brake Valve

8860 Mascot DC Converter 24V to 12V 6 Amp

887001100E Meritor Axle Shaft

88700607 Meritor Axle Shaft

8901597790 ZF - Wabco Brake Actuator

8903L080 SER. B 110/120VO

8903LG030 Series B Lighting CONTACTOR 3P 120V COILO

8903LLO60V02 U 30A 600V 6P Coil120 USEDO

8903-LO1000 Lighting Contactor Series C 110/120Volt Coil 8903LO1000

8903-LO1200 8903LO1200 Lighting Contactor 20A 600V 12PO

8903LX01000 Series B Lighting Contactor 277v coilO

8903-LX030 Lighting Contactor - UsedO

8903LX040 Mechanically Held 4 Pole Lighting ContactorO

8903LX040 MultiPole AC Mechanically Held Lighting Contactor

8903-LX080 Lighting Contactor 80 Amp 120V Coil 8P 3PhO

8903LX080 SER. B (AS PICTURED) INCOMPLETEO

8903-LXO-20, 20 Amp, 600 VAC, 2 Pole Lighting Contactor 1 YEAR WARRANTY

8903MG2 Square D Contactor

8903-PBQ113 Series Lighting Contactor 60A-600V, 120V COIL ~w/ SCRATCHES

8903S0011 SER A 100 AmpO

8903S0011 Series A 100A Lighting Contactor + 1 Year Warranty 24V COIL

8903SMG2 277V COIL 31041-400-52O

8903-SPG2 60A 120V Lighting Contactor 8903spg28903 spg2 spg 2

8903SPO2V02 Lighting Contactr,3P,120V,Open,ElecHeldO

8903SQ02 SER. A 600V 100A LIGHTING CONTACTORO

890403019 Sauer Danfoss Flow Divider

8906K5400 Eaton Cutler Hammer Rocker Switch

89109 Dayco Products Idler / Tensioner H.D. Pulley

8910DP12V04 Contactors, 20 Amp, 600 Volt, 2 Pole, 277 VAC Coil,

8910DPA13V02 20A 600V DEFINITE PURPOSE CONTACTOR  1345262

8910DPA14V02 Schneider Electric Square D Contactor 120VA 4 Poles

8910DPA14V04 Dfinit Prpose Cntactr,277VAC,20A,4P,OpenO

8910DPA32V02 30Amp 2 Pole 240VO

8910DPA33V02 30A 3P 120V DP Contactor  in Box USAO