{
 "generated": "2026-11-02",
 "node": {
  "id": "trend:compute-industry--3",
  "type": "Trend",
  "name": "HBM需求已经外溢到消费电子价格。",
  "slug": "compute-industry--3",
  "map": "compute-industry",
  "map_title": "AI 算力产业链",
  "order": 3,
  "head": "HBM需求已经外溢到消费电子价格。",
  "text": "HBM需求已经外溢到消费电子价格。 制造商主动把晶圆产能从消费级内存挪去做HBM，DDR5内存条价格一年内翻两倍以上——AI算力需求第一次如此直接地传导到普通消费者账单。",
  "page": "/graph/e/map/compute-industry/#trends",
  "degree": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/trend/compute-industry--3/",
 "out": [
  {
   "type": "in_map",
   "sentence": "HBM需求已经外溢到消费电子价格。属于图谱「AI 算力产业链」",
   "direction": "out",
   "id": "map:compute-industry",
   "name": "AI 算力产业链",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」的「最近的关键变化」第 3 条",
     "url": "https://xiaopingfeng.com/graph/e/map/compute-industry/#trends"
    }
   ]
  }
 ],
 "in": []
}