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。
Even without those MWC-adjacent news, though, it's been a fun couple of days here in Barcelona. We saw robots, robotic phones, and phones that can take photos of robots from a mile away. And yes, every other word of every announcement is still AI, but this year the AI features are really starting to make sense. Let's take a look at every major announcement we saw at MWC this year.
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2026-02-22 21:04:33 +01:00