В России ответили на имитирующие высадку на Украине учения НАТО18:04
McKenzie is one of 120 BAS employees in total who were in Antarctica for the summer season that is now coming to an end. Most, including McKenzie, will return to the UK by the end of May, yet up to 50 will stay for the darkness of winter.
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Mind you, this review made its way to Metacritic. https://t.co/4STN8DjAwe pic.twitter.com/awk26P9wSA
然而，本轮涨价与以往周期最大的不同在于一个关键变量——HBM（高带宽内存）的爆发式增长。AI芯片（如英伟达H200/B200）对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM，挤占了原本用于生产手机LPDDR（低功耗内存）的产能。这种“结构性短缺”成为本轮涨价的核心推手。
When financial and geopolitical waves collide