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The 19th WAPE Forum opens in London_我的网站

一 | The 19th Annual Forum of the World Association for Political Economy (WAPE) opened on the afternoon of August 5, local time, at the University of Greenwich in London under the theme "The Wealth of Nations in the Multipolar Age".
The five-day forum has brought together more than 200 professors and scholars from universities around the world. The agenda covers a broad range of political economy topics, including the political economy of economic development and productivity growth in a multipolar world, the implications of the U.S. dollar and dollar-denominated stablecoins as global currencies, the significance and impact of China's recent global initiatives, and the evolving roles of organizations and mechanisms such as BRICS and the Shanghai Cooperation Organization.
Cheng Enfu, a member of the Presidium of the Chinese Academy of Social Sciences Academic Divisions and Chief Professor at the University of Chinese Academy of Social Sciences, said this year's WAPE forum focuses on Adam Smith's "The Wealth of Nations" and its contemporary relevance. "Drawing on the enduring value of Adam Smith's ideas will contribute to the healthy development of China's socialist market economy as well as the global economy," he said.
Professor Andrew Westby, Deputy Vice-Chancellor at the University of Greenwich, said the discussions on political economy would have a substantive impact on the development of ideas in the 21st century.
Ding Xiaoqin, Deputy Dean of the Institute of Xi Jinping's Economic Thought at Shanghai University of Finance and Economics, said the forum, themed "The Wealth of Nations in the Multipolar Age", has brought together more than 200 Marxist economists from over 40 countries, making it one of the largest gatherings of Marxist political economists worldwide.
During the forum, WAPE presented the 2026 Marxian Economics Award and the Distinguished Achievement Award of World Political Economy of the 21st Century. Independent researcher Michael Roberts was among the recipients. He said he was both pleased and surprised to receive the honor. "Most of my work is published through my blog, where I regularly write about a wide range of topics, combining theoretical discussion with analysis of real-world developments in the global economy. I've also written a number of books. I hope this work helps people better understand the world we live in today and how we can strive for a fairer society."
WAPE is an open, nonprofit international academic organization dedicated to the study of the global economy and national economies through the lens of modern Marxian economics, exploring their underlying dynamics and operating mechanisms, and advancing economic development, social progress, and a global community with a shared future, with the ultimate goal of improving the well-being of people around the world. Since 2006, the association has held 18 international forums in cities including Shanghai, Beijing, Suzhou, and Paris.
。 【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 |
崔泰源直言,当前内存市场长期维持高位价格并不正常。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)。
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