公众号记得加星标⭐️，第一时间看推送不会错过。 如果你想涉足DRAM和闪存市场，最好做好承受过山车般波动的准备。因为这些行业的繁荣与萧条周 期，真可谓惊心动魄。 正当GenAI市场在2022年11月迎来ChatGPT主流化的关键时刻时，此前近三年受新冠疫情推动的个 人和数据中心基础设施建设热潮不仅没有消退，而且随着整个IT行业需求的萎缩，DRAM和闪存的价 格也下跌了一半甚至更多。内存和闪存厂商遭受重创，库存积压严重。 如今推动 GenAI 繁荣发展的超大规模数据中心运营商、云构建商和模型构建商可能都希望自己有时 光机，因为现在对 DRAM 和闪存的需求远远超过了供应，价格再次飙升至天价。 在DRAM方面，全球超过一半的服务器需要配备数百GB的HBM堆叠式内存，以满足数百万台服务器 的需求。为了制造八个高HBM3内存堆叠，每个最终能正常工作的堆叠都需要消耗三个DRAM芯片， 因为堆叠过程中经常会出现问题，而且无法将废弃堆叠中的内存拆解并重新利用。堆叠越高，获得正 常工作的堆叠就越困难，良率也越低，而且随着每一代新的HBM的出现，其固有的良率也在不断降 低。因此，尽管HBM需求旺盛，但它会消耗大量的芯片，而这些 ...

Group 1: Modern Industrial System Development - Shaanxi has focused on building a modern industrial system as a strategic initiative during the 14th Five-Year Plan, leading to revitalization of traditional industries and rapid growth of emerging industries [1] - The province has implemented a plan for industrial structure adjustment in the Guanzhong area, promoting the transformation and upgrading of high-energy-consuming and high-polluting enterprises [1] - Strategic emerging industries and high-tech manufacturing have seen annual value-added growth rates of 8.7% and 10.3% respectively during the 14th Five-Year Plan, with new energy vehicle production growing at an annual rate of 112% [1] Group 2: Agricultural Modernization - The implementation of the rural industrial integration development demonstration park three-year action plan has resulted in the establishment of 9 national and 65 provincial demonstration parks, with a target of 3.356 billion yuan in central investment for 2025 [2] - In 2024, the total grain production is expected to reach 13.5229 million tons, with a historical high yield of 297.35 kg per mu [2] Group 3: Service Industry Development - By 2024, the service sector's value added is projected to reach 1.84 trillion yuan, accounting for 51.8% of the province's GDP, achieving the 14th Five-Year Plan target ahead of schedule [2] - The combined revenue of scientific research, technical services, and information technology services accounted for 51.3% of the profitable service industry in the first three quarters of this year [2] Group 4: Infrastructure Enhancement - The construction of the China-Europe Railway Express (Xi'an) has seen an increase in annual operations from 3,720 trains in 2020 to 4,985 in 2024, with an average annual growth of 34% [2] - The railway operating mileage has reached 6,030 kilometers, while the total road mileage has reached 190,000 kilometers, and urban rail transit operating mileage has reached 403 kilometers [2]