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 agent was able to create a very detailed documentation about the ZX Spectrum internals. I provided a few .z80 images of games, so that it could test the emulator in a real setup with real software. Again, I removed the session and started fresh. The agent started working and ended 10 minutes later, following a process that really fascinates me, and that probably you know very well: the fact is, you see the agent working using a number of diverse skills. It is expert in everything programming related, so as it was implementing the emulator, it could immediately write a detailed instrumentation code to “look” at what the Z80 was doing step by step, and how this changed the Spectrum emulation state. In this respect, I believe automatic programming to be already super-human, not in the sense it is currently capable of producing code that humans can’t produce, but in the concurrent usage of different programming languages, system programming techniques, DSP stuff, operating system tricks, math, and everything needed to reach the result in the most immediate way.，这一点在爱思助手下载最新版本中也有详细论述
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