Why the FT?See why over a million readers pay to read the Financial Times.
1. Where is the story coming from? Is it from a reputable source or news site? Some sites specialise in ‘gossip’ and rumour style stories while others focus on the facts. It’s important to know the difference between the two.
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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。
The Moon is so very close to being full, but believe it or not, there's still a few days to go. While it continues to appear bigger and brighter in the sky, keep reading to find out exactly what you can see on its surface.
「他們像鬼一樣不斷工作，只為了盡快賺到錢寄回家。我想這麼做也沒辦法，身體已經無法支撐。」