On Friday, the conflict seemed to escalate to a boiling point with Trump posting to Truth Social: “I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic’s technology. We don’t need it, we don’t want it, and will not do business with them again!” The post went on to describe a six-month phaseout period and unspecified threats to Anthropic should it not cooperate.
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但从2024 年开始，这套运行多年的逻辑，正在悄然失效。时间走到 2026 年，曾经熟悉的周期剧本彻底改写，整个存储行业，正同时发生五大关键变化。在此转变之下，存储芯片产业正经历一场从“规模驱动的周期博弈”向“技术驱动的价值竞争”的根本性转向。
這可能會降低去年特朗普宣布大規模「解放日」關稅時所造成的經濟動盪，也讓其他國家有更多時間準備回應。