两家北美采购钇用于生产涂层的企业高管表示，因拿不到足够原料，不得不短暂停产，其中一家公司还开始拒绝较小及境外客户订单，将有限供应优先保证包括部分发动机制造商在内的大客户。
Шанхайские Драконы
。91视频对此有专业解读
然而，本轮涨价与以往周期最大的不同在于一个关键变量——HBM（高带宽内存）的爆发式增长。AI芯片（如英伟达H200/B200）对HBM的需求是传统DRAM的数倍甚至数十倍。三大原厂将大量先进制程产能转向HBM，挤占了原本用于生产手机LPDDR（低功耗内存）的产能。这种“结构性短缺”成为本轮涨价的核心推手。
At the time of publication, TechCrunch was able to verify that supabase.co remained inaccessible on ACT Fibernet, JioFiber and Airtel connections in New Delhi. However, two users on ACT Fibernet in Bengaluru said they were still able to access the service, suggesting the restrictions may be unevenly implemented.
The Galaxy S26 largely sticks with the same proven approach, which suggests image quality should remain broadly consistent in good lighting. As is often the case with Samsung’s year-to-year updates, any meaningful gains are likely to come from image processing improvements rather than brand-new sensors.