从目前芯片厂商的产能分配来看，资源向AI 相关业务倾斜已成必然。三星、SK 海力士、美光等三大存储芯片巨头，2025 年用于数据中心级存储芯片的产能占比已提升至 40% 以上，较 2023 年增长了 15-20 个百分点。在台积电、三星晶圆代工业务中，为 AI 芯片（如 GPU、ASIC）预留的产能也在持续增加，这挤压了消费级芯片的生产空间。
A microfluidics chip enables researchers to manipulate and study individual cells, without the use of agar at all. Credit: Brouzes E. et al. PNAS (2009).
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One striking characteristic of Gelidium is that it must be wild-harvested rather than farmed. Unlike Gracilaria for culinary agar production, Gelidium grows slowly and thrives only in cold, turbulent waters over rocky seabeds, conditions nearly impossible to replicate in aquaculture. This dependence on wild harvesting explains the need for seaweed collectors during WWII, and continues to make Gelidium a strategically critical resource.
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