I close my eyes and picture a boat making its way towards the mainland. Lit only by moonlight, a silhouette walks towards a post box and mails three letters, one by one. Then, the familiar tune of ABBA’s Gimme! Gimme! Gimme! (A Man After Midnight) starts to play, and the musical begins.
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扎扎实实,踏踏实实,言犹在耳,发人深省。
英特尔CEO陈立武直言,AI相关的需求增加,已对电脑和智能手机方面的传统供应带来了压力,导致存储芯片短缺,价格持续上涨,在2028年前不会缓解。这和瑞银分析师团队的预测大致相同,其指出,在当前AI数据中心持续扩张的背景下,全球存储产业正呈现出明显的结构性分化,行业层面出现“有意义的供给缓解”最早也要到2028年前后。
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