SK海力士

SK Hynix, Samsung, and Micron have all surpassed $1 trillion in market cap; HBM shortage is expected to last until 2027. Driven by AI, the memory industry is entering a structural super cycle—distinct from past cycles due to rigid AI compute demand, restrained capacity expansion, and long-term agreement (LTA) models reshaping supply chains.

本期科技爱好者周刊聚焦于AI技术的快速发展及其对社会财富分配的影响。文章指出，AI相关产业如内存、储存、CPU、服务器等的股价大幅上涨，表明财富正迅速向AI领域集中。此外，文章还探讨了AI在日常生活中的应用，如通过AI估算食物的碳水含量，但实验表明AI在这方面并不准确。微软宣布将淘汰短信验证码，转而采用更安全的验证方式，如Passkey。亚马逊推出供应链服务，开放其物流网络，可能对制造业产生影响。最后，文章介绍了一个机械打字机模型玩具，以及几篇技术文章，包括关于GitHub Pages域名盗用问题、JavaScript ShadowRealm API和Firefox配置指南。

SK Hynix benefits from surging AI chip demand, with memory orders up over 300%, employees receiving average bonuses of 6 million RMB, and uniforms becoming a dating trend.