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。
The employment slowdown has raised concern about the health of the economy, but evidence of wider deterioration is elusive.
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思想的伟力,跨越山海,指引前行道路。
On today’s pod: the Italian job. After fears Serie A could be shut out of the Champions League last 16, Atalanta produced a stirring comeback in Bergamo to knock out Dortmund 4-3 on aggregate. The panel debate the decisive moment: was it a high foot or a low head? Laws Lars introduces us to a new referee rhyme, and the panel salutes Samardzic’s top-corner penalty with the last kick of the game.