而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进，都离不开先进制程的支撑；无论谁最终赢得AI应用战争，都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河，甚至比英伟达的CUDA生态更难被颠覆。
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With more power for AI functions, Samsung has continued to evolve and expand its AI software, although it seems less of a priority this year. Only one AI feature stood out during my briefing: Audio Eraser. While this launched on the S25, it only worked on audio and video you captured yourself. Now, Samsung expanded it to most major video platforms, including Netflix, Instagram and YouTube, adding the ability to strip out noise and distractions and amplify the volume of voices. It was especially effective with a rowdy replay of an Arsenal football soccer match, and sounded like I was listening to a dedicated commentary channel. Interestingly, unlike many sound editing apps and features, it will work on downloaded videos on those platforms without an internet connection.