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Network egress control — compute isolation means nothing if the sandbox can freely phone home. Options range from disabling networking entirely, to running an allowlist proxy (like Squid) that blocks DNS resolution inside the sandbox and forces all traffic through a domain-level allowlist, to dropping CAP_NET_RAW so the sandbox cannot bypass DNS with raw sockets.
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Credit: Microsoft
展望长期，两个关键变量值得关注。一是国产存储厂商（长鑫存储、长江存储）的产能提升能否平抑价格。目前看，在LPDDR5X等高端领域，国产渗透率尚低，短期内难以撼动定价权。二是端侧AI能否真正普及，证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利，后续换机动能将进一步枯竭。