The structural failure is not the war: It is that the global memory supply chain has built itself around a conversion chokepoint with no redundancy and no fallback.
大多数人认为供应链风险主要来自地缘政治冲突本身，但作者指出真正的结构性问题是全球内存供应链围绕一个没有冗余和备用方案的转换瓶颈构建。这一观点挑战了主流认知，将焦点从战争本身转向了供应链设计的根本缺陷。