A | 8月25日消息，内存行业如今主要垄断在三星、海力士及美光三巨头手中，唯一可能打破这个局面的只有中国的长鑫科技，Q1市场份额做到了第四。 长鑫相比三巨头的劣势有不少，产能提升尤其要面临美国欧洲日本等国家的禁运政策限制，但背靠国产设备也在快速增加产能，三星等公司不可能不担忧长鑫的产能扩张。 After serving more than a month of in-school suspension over his dreadlocks, a Black student in Texas was told he will be removed from his high school and sent to a disciplinary alternative education program on Thursday.Darryl George, 18, is a junior at Barbers Hill High School in Mont Belvieu and has been suspended since Aug. 31. He will be sent to EPIC, an alternative school program, from Oct. 12 through Nov. 29 for “failure to comply” with multiple campus and classroom regulations, the principal said in a Wednesday letter provided to The Associated Press by the family.Principal Lance Murphy wrote that George has repeatedly violated the district's “previously communicated standards of student conduct." The letter also says that George will be allowed to return to regular classroom instruction on Nov. 30 but will not be allowed to return to his high school's campus until then unless he's there to discuss his conduct with school administrators.Barbers Hill Independent School District prohibits male students from having hair extending below the eyebrows, ear lobes or top of a T-shirt collar, according to the student handbook. Additionally, hair on all students must be clean, well-groomed, geometrical and not an unnatural color or variation. The school does not require uniforms.George's mother, Darresha George, and the family's attorney deny the teenager's hairstyle violates the dress code. The family last month filed a formal complaint with the Texas Education Agency and a federal civil rights lawsuit against the state’s governor and attorney general, alleging they failed to enforce a new law outlawing discrimination based on hairstyles. The family alleges George's suspension and subsequent discipline violate the state’s CROWN Act, which took effect Sept. 1. The law, an acronym for “Create a Respectful and Open World for Natural Hair,” is intended to prohibit race-based hair discrimination and bars employers and schools from penalizing people because of hair texture or protective hairstyles including Afros, braids, dreadlocks, twists or Bantu knots. A federal version passed in the U.S. House last year, but was not successful in the Senate.The school district also filed a lawsuit in state district court asking a judge to clarify whether its dress code restrictions limiting student hair length for boys violates the CROWN Act. The lawsuit was filed in Chambers County, east of Houston.George’s school previously clashed with two other Black male students over the dress code. Barbers Hill officials told cousins De’Andre Arnold and Kaden Bradford they had to cut their dreadlocks in 2020. Their families sued the district in May 2020, and a federal judge later ruled the district’s hair policy was discriminatory. Their pending case helped spur Texas lawmakers to approve the state’s CROWN Act. Both students withdrew from the school, with Bradford returning after the judge’s ruling. ___AP journalist Juan Lozano contributed to this report from Houston.___The Associated Press education team receives support from the Carnegie Corporation of New York. The AP is solely responsible for all content.。
B | 逛X的时候发现了一个自称为AI行业分析师的网友发帖，援引了高盛的一篇报告对中国内存公司表示了不看好的观点，说CXMT的产能已经达到了硬性上限，预计今年的产能也只能达到去年底大约24万片/月的规模。
C | 内文比较长，感兴趣的可以看看，他也认为美国封锁半导体设备的政策是有效的，尤其是用于10nm以下的EUV工艺的禁令限制了CXMT增产的能力。 看高盛的研究数据，里面也没有说中国内存公司产能就没法增长的结果，反而是2024到2028年产能还在提升，2028年预估产能差不多是24年的4-5倍，比2025年也要翻倍还多，CAGR复合增长速度是还是显著高于三星等公司的。 这哥们对中国内存行业的看衰不知道哪里来，不过看了他的头像就明白了，这显然是南亚次大陆某个国家出来的高材生，能随便从一个报告中解读出中国内存行业不行的角度也不让人意外了。 不过公平地说，他做出负面的解读也不一定是国籍因素，这哥们说是个AI行业研究分析师，但明显是个炒股的，任职的单位更是炒币为主，他今年6月份才加入X网站，但已经发了1400多条帖子，非常高产。
D | 只不过他发的贴子除了各种噱头之外，主要就是推介他们在炒股炒币上多成功，几乎每个两三条帖子就发一次他们提前发现了某个股票大涨的宣传。 另外这哥们虽然动不动就是看衰中国某个领域的发展，但他显然还是很关注国内产业发展的，发的贴子中不少素材明显是来自国内的研究，这倒是也非常符合那个大陆地区的人的刻板印象。
E |
Current article:http://xn0pd.shangyaohujunwei.bond/nebkv/20260826/4995.html
Published on:06:44:44
