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。
技术支持：陈晓龙 叶伟豪 肖杰，更多细节参见safew官方版本下载
而在加入 Meta 之前，庞若鸣曾领导苹果基础模型团队（AFM），带领约 100 人研发大型语言模型，为 Apple Intelligence 等功能提供底层能力。，这一点在夫子中也有详细论述
Also, by adopting gVisor, you are betting that it’s easier to audit and maintain a smaller footprint of code (the Sentry and its limited host interactions) than to secure the entire massive Linux kernel surface against untrusted execution. That bet is not free of risk, gVisor itself has had security vulnerabilities in the Sentry but the surface area you need to worry about is drastically smaller and written in a memory-safe language.