2026年1月份，三星电子与SK海力士已向服务器、PC及智能手机用DRAM客户提出涨价，今年一季度报价将较去年第四季度上涨60%-70%。闪迪计划在3月期间，将其用于企业级固态硬盘（SSD）的高容量3D NAND闪存芯片价格环比上调超过100%，并要求客户支付全额现金预付款。力成、华东、南茂等存储封测厂产能利用率近乎满载，陆续调升封测价格，调幅上看三成，后续不排除启动第二波涨价。
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For more than two decades, Emil Michael has operated at the fault line between Silicon Valley ambition and American geopolitical power, helping scale one of tech’s most disruptive companies before returning to government to shape how artificial intelligence will be used in war. Self-proclaimed “one of the best deal guys” Michael has now become the Pentagon’s most aggressive public combatant in its escalating standoff with Anthropic.。关于这个话题，91视频提供了深入分析