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然而,本轮涨价与以往周期最大的不同在于一个关键变量——HBM(高带宽内存)的爆发式增长。AI芯片(如英伟达H200/B200)对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM,挤占了原本用于生产手机LPDDR(低功耗内存)的产能。这种“结构性短缺”成为本轮涨价的核心推手。

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“The reason they all quit was the transfer problem,” Horvath said. “They found that kids would be very good so long as they were using the tool, but as soon as they went off the tool, they couldn’t do it anymore.”

At the Lean FRO, Kim Morrison, a Senior Research Software Engineer, recently ran an experiment that went well beyond our expectations. An AI agent converted zlib, a widely used C compression library embedded in countless systems, to Lean, with minimal human guidance. No special tooling was built. It was Claude, a general-purpose AI, with no special training for theorem proving, out of the box. The workflow had four steps. First, the AI produced a clean, readable Lean implementation of the zlib compression format, including the DEFLATE algorithm at its core. Second, the Lean version passed the library’s existing test suite, confirming behavioral equivalence. Third, key properties were stated and proved, not as tests, but as mathematical theorems. The capstone theorem:

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然而在亞洲,男性之間的浪漫——廣泛稱為 「BL(Boys' Love)」的男男愛情作品早已有悠久歷史:數十年來,它一直是女性和LGBTQ社群的情感幻想和逃避現實的文化庇護所。