与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
"You just feel like you're the most free person in the world. You've got this tight knit group of people, and you all really care about each other - you become like a little family. Everyone looks after each other."
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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.
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