而低端市场则呈现明显的收缩态势，核心以存量替换为主——随着高端、中端产品的普及，DDR4内存、入门级NAND闪存等低端产品的市场需求持续下滑，头部厂商纷纷主动削减低端产能，将芯片制造产能、研发资源向高端、中端高附加值领域倾斜，避免低端市场的价格内卷。这种清晰的需求分层，直接推动整个存储产业的资源重构。
Before today, US Defense Secretary Pete Hegseth had threatened to label Anthropic a “supply chain risk” if it did not agree to withdraw safeguards that insist Claude not be used for mass surveillance against Americans or in fully autonomous weapons. In a post on X published after President Trump’s statement, Hegseth said he was “directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic.”
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Failure to abide by the rules could result in companies being fined up to 10% of their global sales or have their services blocked in the UK.