变化五：竞争格局从“三足鼎立”到“多元博弈”传统存储行业长期由三星、SK 海力士、美光三家主导 DRAM，三星、铠侠、西部数据、美光、SK 海力士主导 NAND，形成稳定的 “三足鼎立 + 五强割据” 格局，定价权、技术路线、产能节奏高度集中。但 2025—2026 年，随着 AI 需求爆发、先进封装独立成链、本土厂商技术突破，行业正式进入多极竞争的全新博弈阶段。
"We’re reshaping Full Circle to better support skate.’s long-term future," Full Circle says. "These shifts mean making changes to our team structure, and some roles will be impacted. The teammates affected are talented colleagues and friends who helped build the foundation of skate. Their creativity and dedication are deeply ingrained in what players experience today. This decision is not a reflection of their impact and we’re committed to supporting them through this transition."
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Natalie Sherman
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