高盛分析师团队的核心逻辑是:内存芯片成本大幅上涨导致智能手机BOM成本显著垫高,对于价格敏感的入门级市场,这几乎是毁灭性打击。在新兴市场,消费者对价格极为敏感。一旦售价低于200美元的入门机型因成本压力而涨价,需求往往会迅速消失。高盛预测,2025至2027年间,全球入门级手机销量将以年复合增长率-4%持续萎缩,其市占率将从2024年的44%下滑至2027年的40%。
To achieve usable performance, every major runtime has resorted to non-standard internal optimizations for Web streams. Node.js, Deno, Bun, and Cloudflare Workers have all developed their own workarounds. This is particularly true for streams wired up to system-level I/O, where much of the machinery is non-observable and can be short-circuited.
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The related documents have provided the biggest tranche of information about the case thus far, delineating key details in the ongoing investigation, which has been shrouded in secrecy.
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