与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
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As part of the new plan, the redesigned Artemis 3 mission will give NASA the chance to test at least one lander in the relative safety of low Earth orbit. NASA will attempt to return humans to the Moon during Artemis 4 sometime in 2028, with the potential for another mission as early as later that same year. Per CBS News, the decision comes after NASA's Aerospace Safety Advisory Plan said the agency's existing mission plan was too risky.
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