展望长期，两个关键变量值得关注。一是国产存储厂商（长鑫存储、长江存储）的产能提升能否平抑价格。目前看，在LPDDR5X等高端领域，国产渗透率尚低，短期内难以撼动定价权。二是端侧AI能否真正普及，证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利，后续换机动能将进一步枯竭。
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After its age verification announcement was met with backlash, Discord clarified its age estimation tech would mean the "vast majority" of people would not need to complete age checks.
It made me wonder, how damaging would it be for an active business? A few hours of downtime costs real money. For me it costed only time.