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Карина Черных (Редактор отдела «Ценности»)
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Episode details，这一点在搜狗输入法2026中也有详细论述
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。
How much would you pay for a good night's sleep? This is a question I've asked myself repeatedly over the last few weeks as I've been testing the Dreamie, a $250 alarm clock and "bedside companion" that I couldn't stop thinking about after I first encountered it at CES.