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Net international migration to the U.S. peaked at 2.7 million new entries in 2024, but has since sharply declined. It fell to 1.3 million last summer, according to January Census data, and then turned net negative, according to research from Brookings, meaning more people are leaving the U.S. than coming in. The private sector has weighed in, too, with Goldman Sachs economists reporting last week that immigration policies put in place over the past year have resulted in an 80% decline in net migration relative to the historical average.
但从2024 年开始，这套运行多年的逻辑，正在悄然失效。时间走到 2026 年，曾经熟悉的周期剧本彻底改写，整个存储行业，正同时发生五大关键变化。在此转变之下，存储芯片产业正经历一场从“规模驱动的周期博弈”向“技术驱动的价值竞争”的根本性转向。