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。
Agar comes from multiple sources, as many red seaweeds are “agarophytes” (that is, seaweeds containing agar in their cell walls). Species of Gelidium are the most important source of bacteriological (lab-grade) agar. Other main agarophytes, largely used for culinary agar, include red seaweeds from the genera Gracilaria, Pterocladia, Ahnfeltia, and others. Species from the genera Eucheuma, Gigartina, and Chondrus have been used as agarophytes in research during agar shortages.9
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