笑傲江湖

一 |     【环球网科技综合报道】7月20日消息，据Tom's Hardware报道，SK 集团会长、大韩商工会议所会长崔泰源针对当前全球内存市场价格、产业供需及人工智能发展配套保障等行业热点发表观点，直指当前居高不下的内存价格偏离合理区间，持续高价或将拖累消费电子产业发展，同时预警 AI 高速扩张背景下电力、线缆等基础设施供给缺口凸显。

二 |     (ECNS) -- Chinese short-drama platform Hongguo Short Drama has announced new rules for AI-generated characters, seeking to curb the repeated use of similar-looking faces across different shows and make characters more distinctive.    Viewers have complained that protagonists in some AI-generated short dramas look strikingly alike. In several shows featuring middle-aged female leads, characters share similar eyebrows, double eyelids and lip shapes, and even their smiling and crying expressions closely resemble each other.    Under the new rules, creators are encouraged to develop more distinctive character designs and avoid using highly similar faces across different dramas. Characters within the same show should also be clearly distinguishable. Hongguo said it will launch a campaign targeting frequently reused AI faces, homogenized content and improper use of materials, while asking creators to review and revise problematic works.    Separately, Douyin’s Short Drama Creator Center launched a pre-screening tool for AI-drama copyright holders and production teams on Aug. 3. The tool is designed to identify potential risks before a work is released, including likeness-rights and copyright issues involving source materials.    (By Intern Yang Hongran, Zhang Dongfang)                    。         崔泰源直言，当前内存市场长期维持高位价格并不正常。

三 | 若芯片高价态势持续传导至终端产品，个人电脑、智能手机等消费电子产品售价将同步抬升，催生 “芯片通胀” 现象。终端成本上涨会直接压制大众换新意愿，削弱消费电子行业底层需求，对全产业链稳定运行形成冲击。         在行业经营策略层面，他提出，半导体企业应主动适度让利、扩大产能供给，以长远视野维护市场良性发展。他形象比喻，只顾短期攫取高额利润如同一次性摘光果树果实，并非可持续产业发展战略，唯有兼顾市场需求与产业增长空间，韩国半导体行业方能实现长期稳健发展。         针对 AI 算力带来的存储需求变革，崔泰源分析，人工智能产业爆发式增长正在重塑内存供需格局。市场预判明年 AI 相关内存需求增幅可达 60% 至 100%，但全球各大存储厂商短期内难以同步匹配对应幅度产能扩张，当前存储供给端供需矛盾十分突出。         与此同时，他预判，即便后续内存产能紧张局面逐步缓和，AI 产业发展的制约瓶颈将转移至能源电力配套领域。现阶段电力设备供给已普遍短缺，伴随全球数据中心持续扩容，配套电缆、线缆原材料等上下游产品，后续也将面临供不应求的发展现状，能源基建或将成为 AI 产业下一步发展的核心约束条件。（纯钧）。