https://blog.alansun.host/tags/semianalysis/Recent content in SemiAnalysis on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Tue, 30 Jun 2026 00:00:00 +0000https://blog.alansun.host/posts/20260630_%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8%E7%9A%84%E6%8C%91%E6%88%98%E4%B8%8E%E5%86%85%E5%AD%98%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F/Tue, 30 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260630_%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8%E7%9A%84%E6%8C%91%E6%88%98%E4%B8%8E%E5%86%85%E5%AD%98%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F/基于 SemiAnalysis 深度研究，剖析全球第四大 DRAM 厂商长鑫存储在设备管制、制程代差与良率上的真实约束，论证为何其扩产短期内不会终结由 HBM 驱动的内存超级周期。