Chinese Suppliers Hike Optical Fiber Prices for Russia by 2.5–4x

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Parting notesThe landscape is moving in a clear direction. There is a lot of exciting new tech out there, with people constantly pushing the limits of cold starts toward faster, securely isolated workloads using Python decorators and other novel approaches to make microvms feel like containers. I am excited to see what comes next in this space. It is definitely an area to watch.

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从短期看,2026年确实可能出现“一年多次涨价”的局面,只要HBM产能挤占不缓解,LPDDR价格难以下行。但市场也存在分歧观点。有华强北存储芯片从业人士表示,“虽然网传内存涨价会持续到2027至2028年,但圈内不少人猜测2026年下半年就会‘崩盘’,内存‘崩盘’的时候可能比近期黄金的跌幅还猛。”分析师Jeongku Choi也提醒:“这一水平要么成为新的常态,要么形成极高的基准——当前看似稳固,但一旦进入下一轮下行周期(若发生),市场表现可能会更加惨淡。”,这一点在同城约会中也有详细论述

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