大秦帝国

一 |     SAN ANTONIO -- A man accused of fatally shooting a 15-year-old last year was beaten by members of the teen's family during a courtroom melee in San Antonio, authorities said.Victor Rivas, 18, who is charged with murder in the May 2022 death of Ethan Soto, was in a Bexar County courtroom Friday awaiting a preliminary hearing when he was attacked.Rivas' attorney, Adam LaHood, said his client was “going to be bruised and swollen" but was not otherwise injured.Four people — two men and two juveniles — were arrested and will be charged with assault and disrupting court proceedings, the Bexar County sheriff's office said. Their names haven't been released.Last week in Houston, a brawl broke out during a Harris County court hearing when family members of a murdered 16-year-old girl tried to attack her ex-boyfriend after he'd pleaded guilty to shooting her. As deputies responded to the commotion in Houston courtroom on Oct. 17, an inmate who was left unattended in a holding area managed to walk out of the courthouse. The Harris County sheriff's office said Thursday that the inmate had been recaptured.。

二 |     8月26日消息，根据TrendForce集邦咨询最新存储器产业研究，全球主要云端服务供应商（CSP）正加速建设AI基础设施，其资本支出预计在2026年将年增98%，2027年再增长50%。     与此同时，DRAM与NAND Flash在CSP资本支出中的合计占比，预估将从2026年的47%进一步攀升至2027年的68%。

三 | 这一显著增长主要源于内存合约价格的飙升及采购需求的持续强劲。

四 |     

    具体而言，Server DRAM合约价在2025年下半年累计上涨约64%，2026年预计再涨约270%；Enterprise SSD同期上涨约35%，2026年累计涨幅预计达235%。

五 | 即便进入2027年，HBM合约价仍可能上涨70%–140%，整体价格将维持高位。

六 |     

    在价格飞涨的同时，CSP对内存位元的需求也大幅增加，原厂优先保障服务器应用供应。

七 |     2026年，HBM与RDIMM合计将占DRAM供应位元的51%；2027年，随着制程升级和新工厂产能释放，Server DRAM与HBM的供应位元增速有望达到27%。     这一趋势将从两个层面深刻影响AI生态：     一是成本压力传导。高昂的内存成本为NVIDIA等AI芯片厂商提供了合理的涨价理由，CSP或将进一步提高资本支出，以维系AI芯片和内存的采购规模。    二是内存架构主动调整。为应对高价格和供应配额不足，CSP将更积极地优化内存配置，例如降低单颗芯片搭载容量、调整RDIMM/HBM规格，或转向采用将模型固化在芯片中的AI ASIC方案，以保障AI基础设施建设和产品出货目标的顺利实现。