如果你想到的是博通、Marvell、高通、Nvidia、AMD 和 Apple 这类公司，所有这些公司至少有一部分产品依赖台积电。
If you are thinking of companies like Broadcom, Marvell, Qualcomm, Nvidia, AMD, and Apple, all of these companies rely on TSMC for at least some of their products.
最后但同样重要的是高通，这是一家不太知名的半导体公司，我认为投资者会想要关注它。高通尚未在字面意义上从事人工智能业务，但它正在创造新产品，而这些产品已经有客户在等待收货。这些客户都是大型公司，包括 Meta Platforms 和 Amazon，它们已与高通签署协议。
Last but not least, there is Qualcomm, a lesser-known semiconductor company that I think investors will want to pay attention to. Qualcomm is not yet working in artificial intelligence in the literal sense, but it is creating new products that already have customers waiting to receive them.
These customers are huge companies, including Meta Platforms and Amazon, which have signed agreements with Qualcomm.