我的前半生

存储比算力更烧钱！每花100元就有68元交给DRAM和NAND_我的网站

豪杰春香

一 |

    Welcoming crowds wave Chinese and Indonesian flags as the Chinese People's Liberation Army (PLA) Navy's 83rd formation arrives at Tanjung Perak Port in Surabaya, Indonesia, on August 2, 2026. Photo: VCG
The Chinese People's Liberation Army (PLA) Navy Task Force 83, comprising the training ship Qi Jiguang and the amphibious dock landing ship Kunlunshan, returned to Dalian, Northeast China's Liaoning Province, on Monday after successfully completing its far-sea comprehensive training and visit missions to Russia, Vietnam, Brunei and Indonesia, per official release on Tuesday.
The trainees participating in the mission came from the Naval University of Engineering, the Naval Submarine Academy and the Dalian Naval Academy, along with 19 foreign personnel from 10 countries, including Brazil, Indonesia, Bangladesh and Vietnam, who trained alongside their Chinese counterparts in integrated formations, according to China's Ministry of National Defense.
Since setting sail on June 15, the formation has passed through the Yellow Sea, East China Sea, Sea of Japan and South China Sea, transiting key waterways including the Tsushima Strait, the Taiwan Strait and the Karimata Strait, said the report.
The 64-day voyage covered over 11,000 nautical miles. Throughout the journey, the formation adhered to the principle of "training, studying, researching and improving along the way", completing training schedules while organizing trainees for on-the-job exercises, honing their comprehensive capabilities in the far seas and laying a solid foundation for future service.
The formation conducted goodwill visits to Russia, Vietnam, Brunei and Indonesia, hosting four deck receptions and 16 ship open days, inviting foreign civilians, overseas Chinese and foreign military representatives aboard for visits. The formation also engaged in ship exchanges, friendly sports matches and discussions with local institutions, effectively enhancing mutual trust and friendship with the visited countries.
Throughout the mission, soldiers and trainees completed each task to high standards. The mission effectively bridged academy education with frontline training, enhancing the trainees' naval professionalism, operational competence and international perspective, while showcasing the PLA Navy's positive image and putting into practice the vision of a maritime community with a shared future.
The integrated training model that brings together Chinese and foreign cadets holds value in helping young officers build cross-cultural understanding, fostering substantive mutual trust and laying a foundation for future practical cooperation in areas such as maritime security coordination and joint search and rescue, Wang Yunfei, a Chinese military affairs expert, told the Global Times.
Wang said the combination of a training ship and a dock landing ship carries an educational connotation, making the visit appear as a peaceful, goodwill mission rather than a show of force, while the dock landing ship also highlights the Navy's multi-mission capabilities in far-sea projection, humanitarian aid and disaster relief.
This combination, accompanied by a range of exchange activities, not only helps shape an image of the Chinese Navy that is open, transparent and professional, but also fosters a more relaxed atmosphere for bilateral military relations, Wang added.
。    8月26日消息，TrendForce集邦咨询近日发布最新存储器产业研究报告，为全球云端服务商拉响成本警报。    报告预测，2027年DRAM与NAND Flash合计将占主要云端服务商资本支出的68%。这一占比从2026年的47%一路扩张到2027年的68%。这意味着云厂商每投入100元算力资本开支，就有68元被DRAM和NAND吃掉。

二 | 推高支出的主因，是存储器合约价的剧增与AI基础设施采购需求强劲。这两股力量叠加，正在将云服务商的资本支出推向新的高度。 TrendForce预估，2026年全球主要CSP资本支出将年增98%，2027年再成长50%。支出扩张的驱动力来自AI基础设施的持续投入，但存储成本的急剧攀升正在不断蚕食算力投资的有效份额。而这股存储涨势，一旦落到具体合约价上，涨幅究竟有多夸张？以服务器DRAM为例，2025年下半年合约价累计上涨约64%，2026年预计再涨约270%。 企业级SSD价格同样飙升，2025年下半年累计上涨约35%，2026年累计涨幅预计达235%。HBM合约价在2027年仍可能上涨70%至140%。