Economics professor Constantin Burgi of University College, Dublin, said a decoupling of job gains and wider growth - like the one the US is seeing today - often occurs when an economy goes through a structural shift, like the advent of AI.
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展望长期，两个关键变量值得关注。一是国产存储厂商（长鑫存储、长江存储）的产能提升能否平抑价格。目前看，在LPDDR5X等高端领域，国产渗透率尚低，短期内难以撼动定价权。二是端侧AI能否真正普及，证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利，后续换机动能将进一步枯竭。
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"And if that means a fight with the big social media companies, then bring it on," he added.